Petroleum Refining - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 271
VCAIX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Intermediate-Term Tax-Exempt Fund Investor Shares 245
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 237
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 225
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 223
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 217
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 216
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 206
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 199
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 194
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 181
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 175
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 168
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 154
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 152
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 140
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 138
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 137
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 137
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 136
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 136
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 133
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 131
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 128
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 122
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 121
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 119
TAFTX - AMERICAN FUNDS TAX EXEMPT SERIES II / CA - Tax-Exempt Fund of California Class A 118
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 114
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 113
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 113
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 111
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 110
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 107
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 106
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 104
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 104
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 104
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 104
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 99
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 98
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 97
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 95
BCITX - American Century California Tax Free & Municipal Funds - California Intermediate-term Tax-free Bond Fund Investor Class 95
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 94
FPACX - FPA FUNDS TRUST - FPA Crescent Fund 93
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 90
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 89
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 88
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 88
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 88
MASTER BOND LLC - Master Total Return Portfolio 87
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 87
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 86
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 86
FCTFX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Municipal Income Fund 84
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 84
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 84
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 83
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 83
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 82
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 82
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 81
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund 80
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund 80
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 80
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 79
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 79
NOBOX - Northern Funds - Northern Bond Index Fund 78
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 77
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 77
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 77
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 76
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 76
FKCIX - Franklin California Tax Free Trust - Franklin California Intermediate-term Tax-free Income Fund Class A1 75
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 75
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 74
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 74
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 74
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 74
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 73
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 73
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 73
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 72
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 71
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 71
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 71
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 70
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 69
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 69
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund 68
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund 68
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 68
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 67
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 67
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 66
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 66
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional 66
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 66
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A 65
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 64
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 64
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 64
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 63
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 63
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 63
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 63
AMHIX - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND - AMERICAN HIGH-INCOME MUNICIPAL BOND FUND Class A 63
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 63
VCITX - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Long-Term Tax-Exempt Fund Investor Shares 62
Pacer Advisors, Inc. 62
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 62
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 62
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 62
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 61
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 61
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 61
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 60
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 60
NTIIX - Northern Lights Fund Trust - Navigator Tactical Investment Grade Bond Fund Class I 60
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 60
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 60
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 59
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 59
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 59
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 58
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 58
BRACX - Blackrock Allocation Target Shares - Bats Series C 57
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 57
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 57
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 56
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 56
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 56
VMLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Limited-Term Tax-Exempt Fund Investor Shares 56
SFCIX - WELLS FARGO FUNDS TRUST - Wells Fargo California Limited-Term Tax-Free fund Class A 55
AFTEX - TAX EXEMPT BOND FUND OF AMERICA - TAX EXEMPT BOND FUND OF AMERICA Class A 55
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 55
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 55
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 54
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 54
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 54
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 54
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 54
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 54
GSMTX - GOLDMAN SACHS TRUST - Goldman Sachs Dynamic Municipal Income Fund Institutional 53
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 53
RFCYX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class Y 53
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A 52
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 52
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A 52
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 52
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Investment Grade Portfolio Institutional Class Shares 51
BCHYX - American Century California Tax Free & Municipal Funds - California High-yield Municipal Fund Investor Class 51
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 51
FCAMX - Franklin Municipal Securities Trust - Franklin California High Yield Municipal Fund Class A1 51
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 51
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 50
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund 50
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 49
TFCAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Free Conservative Income Fund Class F 49
WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I 49
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 49
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 49
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 49
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 48
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 48
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF 48
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 47
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 47
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 47
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 47
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund 47
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 47
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 47
SSFSX - STATE STREET INSTITUTIONAL FUNDS - State Street Active Core Bond Fund Service Class 47
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1 47
FCSTX - FIDELITY CALIFORNIA MUNICIPAL TRUST - Fidelity California Limited Term Tax-Free Bond Fund 47
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund 47
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 46
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 46
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 46
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 46
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 46
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 45
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 45
FSMUX - Fidelity Rutland Square Trust II - Strategic Advisers Municipal Bond Fund 45
ADBLX - AMG Funds IV - AMG Managers DoubleLine Core Plus Bond Fund CLASS N SHARES 44
VWSTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short-Term Tax-Exempt Fund Investor Shares 44
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y 44
MGSSX - MASSMUTUAL SELECT FUNDS - MassMutual Select BlackRock Global Allocation Fund Class R5 44
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 44
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Fixed Income Portfolio Institutional Class 44
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 43
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 43
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 43
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 43
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 43
SWCAX - SCHWAB INVESTMENTS - Schwab California Tax-Free Bond Fund 43
RNDLX - RiverNorth Funds - RiverNorth/DoubleLine Strategic Income Fund Class R 43
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 43
TTIFX - GOLDMAN SACHS TRUST - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares 43
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 43
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 43
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 42
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 42
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 42
Six Circles Trust - Six Circles Global Bond Fund 42
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 42
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 42
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a) 41
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 41
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 41
Blackrock Core Bond Trust 41
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio 41
MCFTX - MFS MUNICIPAL SERIES TRUST - MFS California Municipal Bond Fund A 41
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 41
GESLX - GENERAL ELECTRIC RSP INCOME FUND - GENERAL ELECTRIC RSP INCOME FUND General Electric RSP Income Fund 41
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 41
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV 41
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 41
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 41
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund 41
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 41
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 40
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 40
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 40
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 40
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 40
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 40
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 40
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 40
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 40
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 40
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 40
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 40
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 40
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 40
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 40
OPCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester California Municipal Fund Class A 39
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 39
PCTEX - PUTNAM CALIFORNIA TAX EXEMPT INCOME FUND - PUTNAM CALIFORNIA TAX EXEMPT INCOME TRUST Class A Shares 39
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 39
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 39
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 39
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A 39
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 39
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 39
VWITX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Intermediate-Term Tax-Exempt Fund Investor Shares 39
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 39
BlackRock, Inc. 39
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 39
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 38
Advanced Series Trust - Ast Fidelity Institutional Am Quantitative Portfolio 38
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 38
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 38
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 38
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 38
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 38
NCHAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California High Yield Municipal Bond Fund - Class A 38
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 38
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 38
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 38
Citadel Advisors Llc 38
Jpmorgan Chase & Co 38
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 38
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 38
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 38
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I 38
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 38
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 37
FKTFX - Franklin California Tax Free Income Fund - Franklin California Tax-free Income Fund - Class A1 37
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 37
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 37
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A 37
RTHAX - RUSSELL INVESTMENT CO - Tax-Exempt High Yield Bond Fund Class A 37
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class 37
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class 37
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 37
RLVSX - RUSSELL INVESTMENT CO - Tax-Exempt Bond Fund Class S 37
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 37
Goldman Sachs Group Inc 37
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares 37
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 37
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 37
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 37
Barclays Plc 37
SPHY - SPDR SERIES TRUST - SPDR Portfolio High Yield Bond ETF 37
Deutsche Bank Ag\ 37
JNL SERIES TRUST - JNL Bond Index Fund (I) 37
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 37
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 36
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 36
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares 36
Morgan Stanley 36
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 36
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 36
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A 36
Geode Capital Management, Llc 36
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 36
Brighthouse Funds Trust I - JPMorgan Core Bond Portfolio Class A 36
PACIFIC SELECT FUND - PD High Yield Bond Market Portfolio Class P 36
MHCAX - MAINSTAY FUNDS - MainStay MacKay High Yield Corporate Bond Fund Class A 36
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 36
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 36
PRXCX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price California Tax-Free Bond Fund 36
TAIBX - TARGET PORTFOLIO TRUST - PGIM CORE BOND FUND Class Z 36
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 36
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 36
Susquehanna International Group, Llp 36
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional 36
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund 36
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 36
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 36
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 35
Group One Trading, L.p. 35
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 35
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 35
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 35
USHY - iSHARES TRUST - iShares Broad USD High Yield Corporate Bond ETF 35
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 35
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 35
Proequities, Inc. 35
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional 35
Bank Of America Corp /de/ 35
GSDUX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Tax-Free Fund Institutional 35
MSCAX - MAINSTAY FUNDS TRUST - MainStay MacKay California Tax Free Opportunities Fund Class A 35
UBS Group AG 35
DBLFX - DoubleLine Funds Trust - DoubleLine Core Fixed Income Fund Class I 35
Simplex Trading, Llc 35
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 35
Fmr Llc 35
Sonora Investment Management, LLC 35
Wells Fargo & Company/mn 35
Royal Bank Of Canada 35
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 35
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 34
HYD - VanEck Vectors ETF Trust - VanEck Vectors High-Yield Municipal Index ETF 34
Millennium Management Llc 34
Jnl Series Trust - Jnl/doubleline Core Fixed Income Fund (a) 34
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class 34
EACAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance California Municipal Opportunities Fund Class A 34
Creative Planning 34
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A 34
LTEBX - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA - LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA Class A 34
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34
FundVantage Trust - Verplanck Balanced Fund 34
LCFIX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett California Tax-Free Income Fund Class A 34
PYHIX - PRINCIPAL FUNDS INC - High Income Fund (f/k/a High Yield Fund I) Institutional Class 34
Blackrock Multi-sector Income Trust 34
TWTIX - American Century Municipal Trust - Intermediate-term Tax-free Bond Fund Investor Class 34
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A 34
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 34
Citigroup Inc 34
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 34
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class 34
Blackrock Ltd Duration Income Trust 33
Ameriprise Financial Inc 33
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 33
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 33
SG Americas Securities, LLC 33
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 33
NOSGX - Northern Funds - Northern Small Cap Value Fund 33
Tower Research Capital LLC (TRC) 33
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 33
AVBIX - American Century Variable Portfolios Inc - Vp Balanced Fund Class I 33
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 33
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Global Allocation Portfolio Class 1 33
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 33
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 33
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 33
Bank of New York Mellon Corp 33
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 33
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 33
BBMHX - Bridge Builder Trust - Bridge Builder Municipal High-Income Bond Fund 33
Blackrock Credit Allocation Income Trust 33
Jane Street Group, Llc 33
Invesco Ltd. 33
NVHAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Short-Duration High Yield Municipal Bond Fund Class A 32
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A) 32
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 32
Vanguard Group Inc 32
Acadian Asset Management Llc 32
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 32
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 32
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 32
Pnc Financial Services Group, Inc. 32
CXHYX - Voyageur Mutual Funds - Delaware National High-yield Municipal Bond Fund Class A 32
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund 32
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 32
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 32
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 32
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 32
QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I 32
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 32
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 32
RFCEX - RUSSELL INVESTMENT CO - Strategic Bond Fund Class E 32
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class 32
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 32
Bessemer Group Inc 32
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Intermediate-Term Extended Quality Portfolio Institutional Class Shares 32
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 32
Blackrock Corporate High Yield Fund, Inc. 32
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 32
Credit Suisse Ag/ 32
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 32
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 32
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I 32
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 32
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 32
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 32
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 32
Eaton Vance Ltd Duration Income Fund 32
WIORX - WILSHIRE MUTUAL FUNDS INC - Wilshire Income Opportunities Fund Investment Class 32
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares 32
Principal Funds Inc 31
American International Group, Inc. 31
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 31
Oppenheimer Etf Trust 31
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A 31
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 31
BKHY - BNY Mellon ETF Trust - BNY Mellon High Yield Beta ETF 31
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 31
Parallax Volatility Advisers, L.P. 31
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 31
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 31
Hartford Mutual Funds Inc/ct 31
Tiaa-cref Funds 31
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 31
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 31
Manufacturers Life Insurance Company, The 31
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 31
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2 31
NLR - VanEck Vectors ETF Trust - VanEck Vectors Uranium+Nuclear Energy ETF 31
VDAFX - VALIC Co I - Dynamic Allocation Fund 31
HAFAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford AARP Balanced Retirement Fund Class A 31
SJNK - SPDR SERIES TRUST - SPDR Bloomberg Barclays Short Term High Yield Bond ETF 31
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 31
ASTEX - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND - AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND Class A 31
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 31
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 31
Northern Trust Corp 31
Sei Investments Co 31
Clear Street Markets Llc 31
MEAR - iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond ETF 31
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 31
MSBAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Strategic Bond Fund Class A 30
TOTL - SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF 30
Bank Of Montreal /can/ 30
Glenmede Trust Co Na 30
MCSAX - MFS SERIES TRUST XV - MFS Commodity Strategy Fund A 30
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 30
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 30
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 30
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF 30
PEAK6 Investments, L.P. 30
Cutler Group LP 30
IFP Advisors, Inc 30
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 30
College Retirement Equities Fund 30
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 30
Virtu Financial LLC 30
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 30
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 30
State Street Corp 30
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 30
WealthPLAN Partners, LLC 30
Fifth Third Bancorp 30
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 30
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 30
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 30
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 30
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 30
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 30
Allianz Asset Management GmbH 30
SHMMX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Managed Municipals Fund Class A 30
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class 30
IAPRX - IVY FUNDS - Ivy ProShares S&P 500 Bond Index Fund Class A 30
Advanced Series Trust - Ast T. Rowe Price Asset Allocation Portfolio 30
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF 30
Bnp Paribas Arbitrage, Sa 30
HYG - iSHARES TRUST - iShares iBoxx $ High Yield Corporate Bond ETF 30
Wolverine Trading, Llc 30
HYGV - FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund 30
Advisor Group, Inc. 30
Renaissance Technologies Llc 30
First Trust Advisors Lp 30
Huntington National Bank 30
Walleye Trading LLC 30
LPL Financial LLC 30
Prelude Capital Management, Llc 30
AGBVX - American Century International Bond Funds - Global Bond Fund Investor Class 30
EQ ADVISORS TRUST - 1290 VT DoubleLine Opportunistic Bond Portfolio Class IB 29
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A 29
Alliancebernstein L.p. 29
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 29
FCAL - First Trust Exchange-Traded Fund III - First Trust California Municipal High Income ETF 29
HighTower Advisors, LLC 29
PTBD - Pacer Funds Trust - Pacer Trendpilot US Bond ETF 29
Us Bancorp \de\ 29
Ladenburg Thalmann Financial Services Inc 29
MJIIX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Core Plus Fixed Income Portfolio Class II 29
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 29
BSJO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 High Yield Corporate Bond ETF 29
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 29
Guggenheim Capital Llc 29
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 29
FEDERATED INSURANCE SERIES - Federated Quality Bond Fund II Primary Shares 29
Kcg Holdings, Inc. 29
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 29
Northwestern Mutual Wealth Management Co 29
Marshall Wace North America L.P. 29
Vanguard Whitehall Funds 29
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F 29
SGOVX - FIRST EAGLE FUNDS - First Eagle Overseas Fund Class A 29
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 29
Marshall Wace, Llp 29
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 29
Stifel Financial Corp 29
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 29
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 29
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 29
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 29
HYLB - DBX ETF TRUST - Xtrackers USD High Yield Corporate Bond ETF 29
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 29
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 29
PCIFX - PACE SELECT ADVISORS TRUST - PACE Intermediate Fixed Income Investments Class P 29
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund 29
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I 29
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 29
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 29
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 29
Quantbot Technologies LP 29
Raymond James Financial Services Advisors, Inc. 29
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 29
Yahoo Inc 29
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 28
TRANSAMERICA FUNDS - Transamerica Core Bond I2 28
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 28
Spot Trading L.L.C 28
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 28
Advisor Group Holdings, Inc. 28
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 28
FMB - First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF 28
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 28
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 28
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 28
FPIOX - Fidelity Rutland Square Trust II - Strategic Advisers Income Opportunities Fund 28
Commerzbank Aktiengesellschaft /fi 28
QCVAX - Clearwater Investment Trust - Clearwater International Fund 28
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A 28
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 28
Ubs Asset Management Americas Inc 28
Gsa Capital Partners Llp 28
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 28
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 28
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I 28
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 28
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 28
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 28
Russell Investments Group, Ltd. 28
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 28
Forethought Variable Insurance Trust - Global Atlantic BlackRock High Yield Portfolio Class I Shares 28
Hrt Financial Lp 28
Ubs Ag 28
MetLife Securities, Inc 28
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 28
PBSMX - PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. - PGIM SHORT-TERM CORPORATE BOND FUND Class A 28
Arrowstreet Capital, Limited Partnership 28
Rhumbline Advisers 28
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 28
Jefferies Group LLC 28
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 28
Steward Partners Investment Advisory, Llc 28
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 28
Verition Fund Management LLC 27
SPHIX - FIDELITY SUMMER STREET TRUST - Fidelity High Income Fund 27
Private Advisor Group, LLC 27
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 27
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Investment Quality Bond VIP Series Class I 27
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 27
Quadrant Capital Group Llc 27
GWM Advisors LLC 27
California Public Employees Retirement System 27
Morgan Stanley Variable Investment Series - Income Plus Portfolio X 27
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 27
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 27
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 27
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund 27
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 27
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 27
PFIG - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental Investment Grade Corporate Bond ETF 27
JIMAX - JPMorgan Trust I - JPMorgan Inflation Managed Bond Fund Class A 27
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 27
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 27
Susquehanna Fundamental Investments, Llc 27
Cwm, Llc 27
NEXT Financial Group, Inc 27
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 27
SHYG - iSHARES TRUST - iShares 0-5 Year High Yield Corporate Bond ETF 27
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 27
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 27
Hsbc Holdings Plc 27
OLCAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester Limited Term California Municipal Fund Class A 27
Neuberger Berman Group LLC 27
JNK - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays High Yield Bond ETF 27
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 27
Deere & Co 27
BlackRock Institutional Trust Company, N.A. 27
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares 27
SUNAMERICA SERIES TRUST - SA Fixed Income Index Portfolio Class 1 27
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 27
Janney Montgomery Scott LLC 27
LLDWX - Advisors' Inner Circle Fund III - LEGAL & GENERAL LONG DURATION U.S. CREDIT FUND W Shares 27
Envestnet Asset Management Inc 27
Raymond James & Associates 27
National Asset Management, Inc. 27
THIFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Income Fund - Class A 26
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 26
Macquarie Group Ltd 26
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 26
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 26
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A 26
Comerica Bank 26
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 26
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 26
STFBX - Advisers Investment Trust - State Farm Balanced Fund 26
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 26
Fisher Asset Management, LLC 26
MML Series Investment Fund II - MML Dynamic Bond Fund Class II 26
Cambridge Investment Research Advisors, Inc. 26
FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF 26
Cubist Systematic Strategies, LLC 26
Advisory Services Network, LLC 26
Blackstone Alternative Investment Funds - Blackstone Alternative Multi-Strategy Fund Class I 26
Calamos Global Dynamic Income Fund 26
Wolverine Asset Management Llc 26
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 26
Acrospire Investment Management LLC 26
Wellington Management Group Llp 26
HAP Trading, LLC 26
First Horizon Advisors, Inc. 26
RBND - SPDR SERIES TRUST - SPDR Bloomberg SASB Corporate Bond ESG Select ETF 26
SBLTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate-Term Municipals Fund Class A 26
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price 2020 Fund Standard Class 26
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 26
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 26
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 26
FGHNX - FIDELITY SUMMER STREET TRUST - Fidelity Global High Income Fund 26
Voya Investment Management Llc 26
Point72 Asset Management, L.P. 26
FFNPX - FIDELITY PURITAN TRUST - Fidelity Flex Intrinsic Opportunities Fund 26
AHIVX - American Century Investment Trust - High Income Fund Investor Class 26
NumerixS Investment Technologies Inc 25
VWAHX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard High-Yield Tax-Exempt Fund Investor Shares 25
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 25
CCBFX - Capital Group Central Fund Series II - Capital Group Central Corporate Bond Fund Class M 25
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 25
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 25
ALCAX - AB MUNICIPAL INCOME FUND, INC. - AB California Portfolio Class A 25
A.R.T. Advisors, LLC 25
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 25
Vanguard Specialized Funds 25
Balyasny Asset Management Llc 25
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A 25
Lazard Asset Management Llc 25
Commonwealth Equity Services, Inc 25
Franklin Resources Inc 25
Two Sigma Securities, Llc 25
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 25
Oppenheimer & Co Inc 25
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 25
American Century Companies Inc 25
Zurcher Kantonalbank (Zurich Cantonalbank) 25
Two Sigma Investments, Lp 25
VCSBX - VALIC Co II - Strategic Bond Fund 25
Federated Hermes, Inc. 25
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 25
SCTAX - WELLS FARGO FUNDS TRUST - Wells Fargo California Tax-Free Fund Class A 25
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 25
PEAK6 Investments LLC 25
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 25
Invesco Bond Fund 25
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 25
PENN SERIES FUNDS INC - International Equity Fund 25
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 25
MIGAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Corporate Bond Portfolio Class A Shares 25
MML Series Investment Fund II - MML Strategic Emerging Markets Fund Class II 25
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 25
BBHY - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Research Enhanced ETF 25
Eqis Capital Management, Inc. 25
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 25
TSTRX - TRANSAMERICA FUNDS - Transamerica Stock Index R 25
Parametric Portfolio Associates Llc 25
Allworth Financial LP 25
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 25
Alliancebernstein Global High Income Fund Inc 25
Stratos Wealth Partners, LTD. 25
VIRTUS VARIABLE INSURANCE TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Series Class A 25
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio 25
Penserra Capital Management LLC 25
WFG Advisors, LP 25
DGCB - Dimensional ETF Trust - Dimensional Global Credit ETF 25
Claymore Exchange-traded Fund Trust 25
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 25
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 25
Squarepoint Ops LLC 25
FSHNX - FIDELITY SUMMER STREET TRUST - Fidelity Series High Income Fund 25
GUTEX - VICTORY PORTFOLIOS - Victory Tax-Exempt Fund Class A 25
Captrust Financial Advisors 25
HYBB - iSHARES TRUST - iShares BB Rated Corporate Bond ETF 25
CenterStar Fund, LLC 25
ADVANCED SERIES TRUST - AST J.P. Morgan Fixed Income Central Portfolio 25
Advanced Series Trust - Ast Advanced Strategies Portfolio 25
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 25
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 25
VTRIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard International Value Fund Investor Shares 25
GIMFX - GMO TRUST - GMO Implementation Fund 24
PACIFIC FUNDS SERIES TRUST - PF Small-Cap Value Fund CLASS P 24
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Social Fixed Income Portfolio Institutional Class 24
Boothbay Fund Management, Llc 24
Schroder Investment Management Group 24
BlackRock Investment Management, LLC 24
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio 24
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 24
AKGAX - AB BOND FUND, INC. - AB Income Fund Class A 24
Nomura Holdings Inc 24
BlueCrest Capital Management Ltd 24
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund 24
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares 24
Van Eck Associates Corp 24
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 24
Sofos Investments, Inc. 24
Valeo Financial Advisors, LLC 24
Signaturefd, Llc 24
PDBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM TOTAL RETURN BOND FUND Class A 24
GHYIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Municipal Fund Institutional 24
Jane Street Holding, LLC 24
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 24
Magnetar Financial LLC 24
Federation des caisses Desjardins du Quebec 24
Bluefin Trading, LLC 24
QHI2Q - VARIABLE INSURANCE PRODUCTS FUND - High Income Portfolio Initial Class 24
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 24
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 24
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 24
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class 24
Rafferty Asset Management, LLC 24
O'shaughnessy Asset Management, Llc 24
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 24
Regions Financial Corp 24
CCCMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Core Municipal Fund Share class 24
CIBC Private Wealth Group, LLC 24
D.a. Davidson & Co. 24
Parallel Advisors, LLC 24
DFLEX - DoubleLine Funds Trust - DoubleLine Flexible Income Fund Class I 24
Two Sigma Advisers, Lp 24
CENTRAL TRUST Co 24
Commonwealth Equity Services, Llc 24
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 24
Winslow, Evans & Crocker, Inc. 24
Schonfeld Strategic Advisors LLC 24
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 24
Nuveen Global High Income Fund 24
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1 24
Dimensional Fund Advisors Lp 24
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 24
VCCBX - VALIC Co II - Core Bond Fund 24
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1 24
Prudential Financial Inc 24
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 24
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund 23
QS Investors, LLC 23
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A 23
United Capital Financial Advisers, Llc 23
Price T Rowe Associates Inc /md/ 23
Advisors Asset Management, Inc. 23
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M 23
Victory Capital Management Inc 23
Calamos Strategic Total Return Fund 23
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 23
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 23
Fidelity Central Investment Portfolios LLC - Fidelity High Income Central Fund 23
AMLP - ALPS ETF Trust - ALERIAN MLP ETF 23
Aperio Group, LLC 23
Brookstone Capital Management 23
Legal & General Group Plc 23
Parkside Financial Bank & Trust 23
Paloma Partners Management Co 23
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1 23
Keybank National Association/oh 23
D. E. Shaw & Co., Inc. 23
GBOAX - JPMorgan Trust I - JPMorgan Global Bond Opportunities Fund Class A 23
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A 23
Wealthspire Advisors, L.P. 23
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 23
New York State Common Retirement Fund 23
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 23
SPXB - PROSHARES TRUST - ProShares S&P 500 Bond ETF 23
Trexquant Investment LP 23
Dreman Value Management, L L C 23
Engineers Gate Manager LP 23
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 23
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 23
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I 23
Elite Wealth Management, Inc. 23
Global Retirement Partners, LLC 23
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 23
Charles Schwab Investment Management Inc 23
Quantitative Investment Management, LLC 23
MMHVX - MAINSTAY FUNDS TRUST - MainStay MacKay High Yield Municipal Bond Fund Investor Class 23
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class 23
IMC-Chicago, LLC 23
NACMX - COLUMBIA FUNDS SERIES TRUST - Columbia California Intermediate Municipal Bond Fund Class A 23
SHDAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short Duration Municipal Income Fund Class A 23
WELLS FARGO MASTER TRUST - Wells Fargo Investment Grade Corporate Bond Portfolio 23
Americafirst Capital Management, Llc 23
Connor, Clark & Lunn Investment Management Ltd. 23
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 23
Financial Gravity Companies, Inc. 23
John Hancock Hedged Equity & Income Fund 23
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A 23
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund 23
VCAAX - VALIC Co I - Asset Allocation Fund 23
AMP Capital Investors Ltd 23
Russell Frank Co/ 23
FKBAX - Franklin Investors Securities Trust - Franklin Total Return Fund Class A 23
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 23
Qube Research & Technologies Ltd 23
Six Circles Trust - Six Circles Credit Opportunities Fund 23
Panagora Asset Management Inc 23
Plante Moran Financial Advisors, LLC 23
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 23
URSIX - USAA MUTUAL FUNDS TRUST - Target Retirement 2060 Fund 23
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 23
CoreCommodity Management, LLC 23
Mackenzie Financial Corp 23
CIBC World Markets Inc. 23
LTCAX - THORNBURG INVESTMENT TRUST - Thornburg California Limited Term Municipal Fund - Class A 23
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares 23
MUFG Americas Holdings Corp 23
IHFAX - INTEGRITY FUNDS - Integrity High Income Fund Class A 23
CSMOX - Advisors' Inner Circle Fund III - Chiron SMid Opportunities Fund Class I Shares 23
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 23
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 23
HYDW - DBX ETF TRUST - Xtrackers Low Beta High Yield Bond ETF 23
American Portfolios Advisors 23
PDT Partners, LLC 22
LYRIX - Ultimus Managers Trust - Lyrical U.S. Value Equity Fund Institutional Class 22
SHYL - DBX ETF TRUST - Xtrackers Short Duration High Yield Bond ETF 22
Spot Trading L.l.c. 22
DMUSX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Intermediate Fund Class A 22
Vanguard Horizon Funds 22
IHT Wealth Management, LLC 22
SRS Capital Advisors, Inc. 22
BlackRock Fund Advisors 22
SHYAX - Sei Institutional Managed Trust - Simt High Yield Bond Fund Class F 22
Hbk Investments L P 22
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1 22
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 22
Castleark Management Llc 22
BlackRock Advisors LLC 22
Credit Agricole S A 22
Walleye Capital LLC 22
NHMAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen High Yield Municipal Bond Fund - Class A 22
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 22
Rockefeller Capital Management L.P. 22
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 22
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 22
Fidelity Central Investment Portfolios LLC - Fidelity Specialized High Income Central Fund 22
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 22
Berman Capital Advisors, LLC 22
Oxford Asset Management Llp 22
Sandy Spring Bank 22
Dynamic Technology Lab Private Ltd 22
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund 22
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 22
Mariner, LLC 22
Laurion Capital Management LP 22
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 22
Stevens Capital Management Lp 22
Campbell & CO Investment Adviser LLC 22
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 22
Voloridge Investment Management, Llc 22
Financial Architects, Inc 22
Airain ltd 22
FITRX - First Investors Equity Funds - First Investors Total Return Fund Class A 22
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 22
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 22
Capital Fund Management S.a. 22
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 22
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 22
TIYRX - TIAA-CREF FUNDS - TIAA-CREF High-Yield Fund Retail Class 22
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 22
Css Llc/il 22
Natixis 22
Cushing Asset Management, Lp 22
Global Income Builder Portfolio - Global Income Builder Portfolio 22
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF 22
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 22
Sigma Planning Corp 22
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A 22
Atria Investments Llc 22
Jefferies Financial Group Inc. 22
Benjamin F. Edwards & Company, Inc. 22
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 22
Leuthold Group, Llc 22
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 22
DekaBank Deutsche Girozentrale 22
Synovus Financial Corp 22
WATIX - WESTERN ASSET FUNDS INC - Western Asset Intermediate Bond Fund Class I 22
Vident Investment Advisory, LLC 22
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares 22
JACKSON VARIABLE SERIES TRUST - JNL/Mellon Equity Income Fund (A) 22
Blair William & Co/il 22
FLTMX - FIDELITY SCHOOL STREET TRUST - Fidelity Intermediate Municipal Income Fund 22
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A 22
FineMark National Bank & Trust 22
Harbour Investments, Inc. 22
Key Group Holdings (cayman), Ltd. 22
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Growth Index Strategy Fund 22
FHIFX - FIDELITY SUMMER STREET TRUST - Fidelity Focused High Income Fund 22
Oppenheimer Variable Account Funds 22
Aqr Capital Management Llc 22
Raymond James Financial Inc 22
Private Trust Co Na 22
DVTAX - Voyageur Mutual Funds - Delaware Tax-free California Fund Class A 22
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 22
Cetera Advisor Networks LLC 22
Suntrust Banks Inc 22
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 22
Mirae Asset Global Investments Co., Ltd. 22
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund 22
U S Global Investors Inc 22
Cetera Investment Advisers 22
Ing Groep Nv 22
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 22
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 22
FDHY - FIDELITY COVINGTON TRUST - Fidelity High Yield Factor ETF 22
Thrivent Financial For Lutherans 22
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A 22
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 22
People's United Financial, Inc. 22
FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class 22
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 22
DRW Securities, LLC 22
SEMIX - ADVISORS SERIES TRUST - Semper Short Duration Fund Institutional Class 22
Axa S.a. 22
Quadrature Capital Ltd 22
WEIZX - Series Portfolios Trust - Weiss Alternative Balanced Risk Fund Investor Class 22
Blackrock Debt Strategies Fund, Inc. 21
AFFIX - AMERICAN PENSION INVESTORS TRUST - Yorktown Multi-Asset Income Fund Class L Shares 21
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class 21
JNBA Financial Advisors 21
LMLCX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series C Fund SMASh Series C Fund 21
Man Group plc 21
NOFIX - Northern Funds - Northern Fixed Income Fund 21
Ameritas Investment Corp 21
Invictus RG Pte. Ltd. 21
ANDAX - ALLIANZ FUNDS - AllianzGI NFJ Dividend Value Fund Administrative 21
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 21
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund 21
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 21
DBULX - DoubleLine Funds Trust - DoubleLine Ultra Short Bond Fund Class I 21
Seacrest Wealth Management, Llc 21
FNY Investment Advisers, LLC 21
Nine Chapters Capital Management LLC 21
Great West Life Assurance Co /can/ 21
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 21
Catalyst Capital Advisors LLC 21
Umb Bank N A/mo 21
Grantham, Mayo, Van Otterloo & Co. LLC 21
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 21
SGYAX - Sei Institutional Investments Trust - Siit High Yield Bond Fund - Class A 21
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 21
Fox Run Management, L.l.c. 21
XTX Topco Ltd 21
Sunbelt Securities, Inc. 21
Mckinley Capital Management Llc /delaware 21
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 21
Ubs Relationship Funds - Ubs U.s. Equity Alpha Relationship Fund Beneficial Interest 21
Caption Management, LLC 21
Glassman Wealth Services 21
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I 21
Gradient Investments LLC 21
Advanced Series Trust - Ast High Yield Portfolio 21
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class 21
MPASX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Strategic Emerging Markets Fund Class A 21
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A 21
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 21
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 21
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 21
Moors & Cabot, Inc. 21
Driehaus Capital Management Llc 21
Rational Advisors Llc 21
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A 21
Toronto Dominion Bank 21
CoreCap Advisors, LLC 21
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A 21
Paradigm Asset Management Co Llc 21
AHGVX - American Century Investment Trust - Nt High Income Fund Investor Class 21
Vanguard Capital Management Llc 21
Blackrock Muniholdings California Quality Fund, Inc. 21
Advantage Investment Management, Llc 21
DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A 21
Vantagepoint Funds 21
MMHYX - MFS SERIES TRUST III - MFS Municipal High Income Fund A 21
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 21
Ubs Oconnor Llc 21
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 21
GWMIX - AMG FUNDS - AMG GW&K Municipal Bond Fund Class I 21
Tocqueville Asset Management L.p. 21
SRTMX - SMA RELATIONSHIP TRUST - Series M 21
Tudor Investment Corp Et Al 21
JMST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 21
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 21
Jump Financial, LLC 21
HYZD - WisdomTree Trust - WisdomTree Interest Rate Hedged High Yield Bond Fund N/A 21
Managed Account Advisors Llc 21
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 21
FTSM - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Enhanced Short Maturity ETF 21
Nuveen Asset Management, LLC 21
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares 21
State Of Wisconsin Investment Board 21
Jones Financial Companies Lllp 21
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional 21
KPRGX - KP Funds - KP RETIREMENT PATH 2045 FUND INSTITUTIONAL SHARES 21
Teachers Retirement System Of The State Of Kentucky 21
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares 21
ATFAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Limited Term Municipal Income Class A 21
Farmers & Merchants Investments Inc 21
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I 21
Jfs Wealth Advisors, Llc 21
Fiera Capital Corp 21
Polar Asset Management Partners Inc. 21
Global X Management CO LLC 21
Janus Henderson Group Plc 21
DEUTSCHE DWS VARIABLE SERIES I - DWS Bond VIP Class A 21
PRINX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Income Fund 21
Assetmark, Inc 21
EverSource Wealth Advisors, LLC 21
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 21
MPHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier High Yield Fund Class A 20
DGFFX - Brinker Capital Destinations Trust - Destinations Global Fixed Income Opportunities Fund Class I 20
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A 20
ACXAX - MUTUAL FUND SERIES TRUST - Catalyst Multi-Strategy Fund Class A 20
Rehmann Capital Advisory Group 20
VGLSX - VALIC Co I - Global Strategy Fund 20
BlackRock Group LTD 20
Emerald Acquisition Ltd. 20
PGMAX - PIMCO FUNDS - PIMCO Global Core Asset Allocation Fund A 20
LMR Partners LLP 20
AdvisorNet Financial, Inc 20
Enterprise Financial Services Corp 20
Barings Llc 20
VTL Associates, LLC 20
Cullen/frost Bankers, Inc. 20
Highbridge Capital Management Llc 20
Nuveen California Quality Municipal Income Fund 20
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Rochester Short Duration High Yield Municipal Fund Class R6 20
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A 20
BlackRock ETF Trust II - BlackRock Flexible Income ETF 20
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 20
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 20
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF 20
Weiss Multi-Strategy Advisers LLC 20
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A 20
Caxton Associates Lp 20
Baird Financial Group, Inc. 20
Healthcare Of Ontario Pension Plan Trust Fund 20
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 20
HYUP - DBX ETF TRUST - Xtrackers High Beta High Yield Bond ETF 20
HITE Hedge Asset Management LLC 20
Wunderlich Securities, Inc. 20
Commonwealth Bank Of Australia 20
Forum Funds 20
ADVANCED SERIES TRUST - AST Wellington Management Global Bond Portfolio 20
FEDERATED CORE TRUST - Emerging Markets Core Fund 20
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A 20
Cetera Advisors LLC 20
Capstone Investment Advisors, Llc 20
Sumitomo Mitsui Trust Holdings, Inc. 20
Hennessy Advisors Inc 20
Ellington Management Group Llc 20
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 20
Geneos Wealth Management Inc. 20
SAC Capital Advisors LP 20
Graham Capital Management, L.P. 20
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 20
State Farm Mutual Fund Trust 20
Crossmark Global Holdings, Inc. 20
National Bank Of Canada /fi/ 20
STAAA - ANCHOR SERIES TRUST - SA PGI Asset Allocation Portfolio Class 3 20
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 20
PGHY - Invesco Exchange-Traded Fund Trust II - Invesco Global Short Term High Yield Bond ETF 20
Gts Securities Llc 20
First Allied Advisory Services, Inc. 20
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund 20
Pinnacle Summer Investments, Inc. 20
Public Employees Retirement System Of Ohio 20
Cornerstone Planning Group LLC 20
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 20
Neuberger Berman Intermediate Municipal Fund Inc 20
JNL SERIES TRUST - JNL/Lord Abbett Short Duration Income Fund (I) 20
Clark Capital Management Group, Inc. 20
Nationwide Fund Advisors 20
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 20
Nisa Investment Advisors, Llc 20
Clearbridge Investments, LLC 20
Navellier & Associates Inc 20
Howe & Rusling Inc 20
TCI Wealth Advisors, Inc. 20
Regal Investment Advisors LLC 20
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 20
Truist Financial Corp 20
RYWTX - RYDEX SERIES FUNDS - Emerging Markets 2x Strategy Fund Class A 20
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF 20
Cresset Asset Management, LLC 20
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund 20
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A 20
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 20
Alps Advisors Inc 20
Teachers Advisors, Llc 20
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 20
Brookfield Asset Management Inc. 20
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 20
Farther Finance Advisors, LLC 20
Bokf, Na 20
Tiaa Cref Investment Management Llc 20
BSCIX - Sterling Capital Funds - Sterling Capital South Carolina Intermediate Tax-free Fund Institutional Class 20
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 20
PHIZX - PRUDENTIAL INVESTMENT PORTFOLIOS 4 - PGIM Muni High Income Fund Class Z 20
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 20
NEFHX - LOOMIS SAYLES FUNDS II - Loomis Sayles High Income Fund Class A 20
Sowell Financial Services LLC 20
First Republic Investment Management, Inc. 20
FDIAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Limited Term Bond Fund Class A 20
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 20
Nomura Asset Management Co Ltd 20
Optimum Investment Advisors 20
Tfs Capital Investment Trust 20
OMERS ADMINISTRATION Corp 20
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 20
PBOMX - PRINCIPAL FUNDS INC - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-1 20
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class 20
Brown Brothers Harriman & Co 20
FDx Advisors, Inc. 20
Mml Investors Services, Llc 20
SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1 20
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF 20
National Planning Corp 20
State of Wyoming 20
Spire Wealth Management 19
DFBCX - DELAWARE GROUP FOUNDATION FUNDS - Delaware Strategic Allocation Fund CLASS C 19
CLMPX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic California Municipal Income Fund Class A 19
Blackstone / Gso Strategic Credit Fund 19
Trust Co Of Vermont 19
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 19
Nuveen Multi-Asset Income Fund 19
Orion Portfolio Solutions, LLC 19
FJSIX - NUVEEN INVESTMENT FUNDS INC - Nuveen High Income Bond Fund Class A 19
Putnam Investments Llc 19
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A 19
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 19
Hanseatic Management Services Inc 19
Oregon Public Employees Retirement Fund 19
Norges Bank 19
First Manhattan Co 19
Proficio Capital Partners LLC 19
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 19
Oppenheimer Global Strategic Income Fund 19
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 19
Tfs Capital Llc 19
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 19
Invesco California Value Municipal Income Trust 19
Convergence Investment Partners, LLC 19
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 19
Toroso Investments, LLC 19
Integral Derivatives, LLC 19
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF 19
First Mercantile Trust Co 19
Carroll Financial Associates, Inc. 19
Ronald Blue Trust, Inc. 19
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 19
NorthCoast Asset Management LLC 19
Wealth Enhancement Advisory Services, Llc 19
DAVENPORT & Co LLC 19
DRCAX - BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC. - BNY Mellon California AMT-Free Municipal Bond Fund, Inc. Class Z 19
International Assets Investment Management, Llc 19
DPLTX - BNY Mellon Investment Funds III - BNY Mellon High Yield Fund Class A 19
Bb&t Securities, Llc 19
Westpac Banking Corp 19
COMT - iShares U.S. ETF Trust - iShares Commodities Select Strategy ETF 19
MBOVX - M FUND INC - M Large Cap Value Fund 19
TACAX - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND - JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND Class A 19
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 19
Old National Bancorp /in/ 19
Sawtooth Solutions, LLC 19
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 19
CWM Advisors, LLC 19
Sanctuary Wealth Advisors, LLC 19
Salem Investment Counselors Inc 19
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class 19
Mercer Global Advisors Inc /adv 19
JSDHX - JPMorgan Trust I - JPMorgan Short Duration Core Plus Fund Class A 19
Prestige Wealth Management Group LLC 19
ETRADE Capital Management LLC 19
Principal Securities, Inc. 19
Wedbush Securities Inc 19
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 19
Lindbrook Capital, Llc 19
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 19
LOTAX - LoCorr Investment Trust - LoCorr Market Trend Fund Class A 19
Gotham Asset Management, LLC 19
Swiss National Bank 19
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 19
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF 19
RMMBX - Aspiriant Trust - Aspiriant Risk-Managed Municipal Bond Fund 19
Y-Intercept (Hong Kong) Ltd 19
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 19
Natixis Advisors, L.p. 19
Centaurus Financial, Inc. 19
FGNSX - Fidelity Rutland Square Trust II - Strategic Advisers Tax-Sensitive Short Duration Fund 19
MAI Capital Management 19
Bridgeway Capital Management Inc 19
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 19
ClariVest Asset Management LLC 19
Skandinaviska Enskilda Banken AB (publ) 19
Hudson Bay Capital Management LP 19
Brandywine Global Investment Management, LLC 19
Whittier Trust Co Of Nevada Inc 19
Centiva Capital, LP 19
BlackRock Capital Allocation Trust 19
Transamerica Financial Advisors, Inc. 19
Cambria Investment Management, L.P. 19
Principal Financial Group Inc 19
Massachusetts Financial Services Co /ma/ 19
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 19
TAMUX - TRANSAMERICA FUNDS - Transamerica Intermediate Muni A 19
Hillsdale Investment Management Inc. 19
VCCCX - VALIC Co I - Capital Conservation Fund 19
Bayesian Capital Management, LP 19
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 19
Scotia Capital Inc. 19
Princeton Alpha Management LP 19
Td Asset Management Inc 19
Meeder Asset Management Inc 19
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 19
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class 19
Whittier Trust Co 19
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 19
Calamos Global Total Return Fund 19
Smith Asset Management Group Lp 19
GAM Holding AG 19
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A 19
AAMBX - THRIVENT MUTUAL FUNDS - Thrivent Municipal Bond Fund Class A 19
Prospera Financial Services Inc 19
North Star Investment Management Corp. 19
Shell Asset Management Co 19
RBTRX - RBC FUNDS TRUST - RBC BlueBay Global Bond Fund Class I 19
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class 19
BNP Paribas Asset Management Holding S.A. 19
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 19
First New York Securities Llc /ny 19
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF 19
Seven Eight Capital, Lp 19
Ameritas Investment Partners, Inc. 19
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 19
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 19
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 19
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 19
M&t Bank Corp 19
EITEX - EATON VANCE SERIES TRUST II - Parametric Tax-Managed Emerging Markets Fund Institutional Class 19
Veritable, L.P. 19
Westport Resources Management Inc 19
Warren Averett Asset Management, LLC 19
Larson Financial Group LLC 19
Strs Ohio 19
Reilly Financial Advisors, Llc 19
IHYAX - Voya FUNDS TRUST - Voya High Yield Bond Fund Class A 19
LSYUX - LORD ABBETT TRUST I - Lord Abbett Short Duration High Yield Fund Class R6 19
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB 19
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 19
Evercore Wealth Management, LLC 19
Gabelli Funds Llc 19
ExodusPoint Capital Management, LP 19
SDAYX - NORTHERN LIGHTS FUND TRUST III - Swan Defined Risk Growth Fund Class Y Shares 19
Kistler-Tiffany Companies, LLC 18
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Core Plus Real Return Portfolio Institutional Class 18
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund 18
Knight Capital Group, Inc. 18
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class 18
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 18
Jnl Series Trust - Jnl/wmc Balanced Fund (a) 18
Hudock, Inc. 18
Cushing Renaissance Fund 18
FMUUX - FEDERATED FIXED INCOME SECURITIES INC - Federated Municipal Ultrashort Fund Class A Shares 18
Alberta Investment Management Corp 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 18
Perigon Wealth Management, LLC 18
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 18
Tucker Asset Management Llc 18
Point72 Hong Kong Ltd 18
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 18
VMBSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Mortgage-Backed Securities Index Fund Admiral Shares 18
Aigen Investment Management, Lp 18
SIR Capital Management, L.P. 18
Sei Trust Co 18
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 18
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A 18
PRFHX - T. Rowe Price Tax-Free High Yield Fund, Inc. - T. Rowe Price Tax-Free High Yield Fund, Inc. 18
Johnson Financial Group, Inc. 18
Zions Bancorporation 18
CenterStar Asset Management, LLC 18
Belpointe Asset Management LLC 18
Analytic Investors, LLC 18
Encompass Capital Advisors LLC 18
Newbridge Financial Services Group, Inc. 18
Oppenheimer Asset Management Inc. 18
Clinton Group Inc 18
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 18
We Are One Seven, LLC 18
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class 18
Graticule Asia Macro Advisors LLC 18
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund 18
FABLX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Balanced Fund Class A 18
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 18
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 18
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund 18
Sterling Capital Management LLC 18
CLFCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco California Tax-free Income Fund Class C 18
New England Securities Corp /MA/ 18
Bank Of Nova Scotia 18
Weiss Strategic Interval Fund 18
STQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Seasonal Rotation Fund Class A 18
San Francisco Sentry Investment Group (ca) 18
FORA Capital, LLC 18
Sheaff Brock Investment Advisors, LLC 18
Insight Select Income Fund 18
VPGDX - VANGUARD VALLEY FORGE FUNDS - Vanguard Managed Payout Fund Investor Shares 18
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 18
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 18
1832 Asset Management L.P. 18
Mv Capital Management, Inc. 18
FLAAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen All-American Municipal Bond Fund - Class A 18
HYMB - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays High Yield Municipal Bond ETF 18
NEFRX - Natixis Funds Trust I - Loomis Sayles Core Plus Bond Fund Class A 18
Capital Analysts, Inc. 18
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 18
Eaton Vance Management 18
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I 18
SDHAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration High Yield Municipal Bond Fund Class A 18
Timber Hill LLC 18
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 18
Six Circles Trust - Six Circles Tax Aware Bond Fund 18
Capital Wealth Planning, LLC 18
United Services Automobile Association 18
Loomis Sayles & Co L P 18
Liberty Mutual Group Asset Management Inc. 18
LTMFX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term Municipal Fund - Class A 18
Canada Pension Plan Investment Board 18
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A 18
CPSIX - Unified Series Trust - Fci Bond Fund 18
Lord, Abbett & Co. Llc 18
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class 18
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust U.S. Equity Portfolio Class 1 18
AE Wealth Management LLC 18
Massmutual Trust Co Fsb/adv 18
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class C 18
Ancora Advisors, LLC 18
James Investment Research Inc 18
SCYB - SCHWAB STRATEGIC TRUST - Schwab High Yield Bond ETF 18
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2 18
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional 18
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 18
Evergreen Capital Management Llc 18
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A 18
Ontario Teachers Pension Plan Board 18
Money Concepts Capital Corp 18
Boston Partners 18
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A 18
RGLB - Invesco Exchange-Traded Fund Trust II - Invesco Global Revenue ETF 18
Chicago Partners Investment Group LLC 18
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan High Yield Fund Standard Class 18
Burney Co/ 18
Advisor Partners Llc 18
Stephens Inc /ar/ 18
GSGDX - GOLDMAN SACHS TRUST - Goldman Sachs Investment Grade Credit Fund Institutional 18
Ajo, Lp 18
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 18
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 18
JPIB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Bond Opportunities ETF 18
Kestra Advisory Services, LLC 18
Amundi Pioneer Asset Management Inc 18
BBMUX - Bridge Builder Trust - Bridge Builder Municipal Bond Fund 18
World Asset Management Inc 18
TD Waterhouse Canada Inc. 18
USSBX - USAA MUTUAL FUNDS TRUST - Short-Term Bond Fund Shares 18
HYDB - iSHARES TRUST - iShares Edge High Yield Defensive Bond ETF 18
Boston Private Wealth Llc 18
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A 18
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 18
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 18
FinTrust Capital Advisors, LLC 18
DBLSX - DoubleLine Funds Trust - DoubleLine Low Duration Bond Fund Class I 18
L & S Advisors Inc 18
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A 18
Edge Wealth Management LLC 18
HTMNX - Series Portfolios Trust - Heitman US Real Estate Securities Fund Investor Class 18
DSEEX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced CAPE Class I 18
Jpmorgan Trust Iii 18
Symphony Asset Management Llc 18
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 18
VCBDX - VALIC Co I - Core Bond Fund 18
Quantitative Systematic Strategies LLC 18
Oppenheimer Funds Inc 18
Mason Street Advisors, Llc 18
DMTFX - Delaware Group Tax Free Fund - Delaware Tax-free Usa Fund Class A 18
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 18
Greenleaf Trust 17
Cornerstone Wealth Management, LLC 17
VCSRX - VALIC Co II - U.S. Socially Responsible Fund 17
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A 17
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 17
Candriam Luxembourg S.C.A. 17
Texas Yale Capital Corp. 17
Commerce Bank 17
Capstone Asset Management Co 17
NWCPX - NATIONWIDE MUTUAL FUNDS - Nationwide Core Plus Bond Fund Class A 17
VANGUARD CMT FUNDS - Vanguard Municipal Low Duration Fund 17
Landscape Capital Management, L.l.c. 17
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 17
Nuveen California Amt-free Quality Municipal Income Fund 17
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay High Yield Corporate Bond Portfolio Initial Class 17
QCM Cayman, Ltd. 17
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A 17
ACLWX - American Century Mutual Funds, Inc. - Nt Heritage Fund G Class 17
ARGI Investment Services, LLC 17
FCPEX - Fidelity Commonwealth Trust II - Fidelity Small Cap Enhanced Index Fund 17
Tcw Strategic Income Fund Inc 17
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 17
Mutual Advisors, LLC 17
Sculptor Capital LP 17
High Income Opportunities Portfolio - High Income Opportunities Portfolio 17
FCBFX - FIDELITY SALEM STREET TRUST - Fidelity Corporate Bond Fund 17
ADVANCED SERIES TRUST - AST BlackRock Corporate Bond Portfolio 17
Element Capital Management Llc 17
ADVANCED SERIES TRUST - AST T. Rowe Price Diversified Real Growth Portfolio 17
Checchi Capital Advisers, LLC 17
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 17
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF 17
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 17
Tompkins Financial Corp 17
DCPAX - BNY Mellon Absolute Insight Funds, Inc. - BNY Mellon Core Plus Fund Class A 17
Atlas Capital Advisors Llc 17
Yorktown Management & Research Co Inc 17
Advocacy Wealth Management Services, LLC 17
Metropolitan Life Insurance Co/ny 17
Pinnacle Wealth Planning Services, Inc. 17
Front Row Advisors LLC 17
Asset Management One Co., Ltd. 17
Ci Investments Inc. 17
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 17
Arosa Capital Management LP 17
Aventail Capital Group, LP 17
Algert Global Llc 17
Northern Trust Co Of Connecticut 17
Capital Advisors, Ltd. LLC 17
Societe Generale 17
Cornerstone Advisors, Inc. 17
Krilogy Financial LLC 17
Wexford Capital Lp 17
Headlands Technologies LLC 17
Waddell & Reed Financial Inc 17
Picton Mahoney Asset Management 17
Contravisory Investment Management, Inc. 17
Bell Investment Advisors, Inc 17
Peak6 Llc 17
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 17
Brown Advisory Inc 17
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 17
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 17
Blackstone / Gso Long-short Credit Income Fund 17
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1 17
Icon Wealth Partners, LLC 17
First Hawaiian Bank 17
TCOBX - Adviser Managed Trust - Tactical Offensive Enhanced Fixed Income Fund 17
NATIONWIDE VARIABLE INSURANCE TRUST - DoubleLine NVIT Total Return Tactical Fund Class I 17
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class 17
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A 17
Cable Hill Partners, LLC 17
Profund Advisors Llc 17
FAMRX - FIDELITY CHARLES STREET TRUST - Fidelity Asset Manager 85% 17
Motco 17
Schubert & Co 17
GHYB - Goldman Sachs ETF Trust - Goldman Sachs Access High Yield Corporate Bond ETF 17
Public Sector Pension Investment Board 17
JGIAX - JPMorgan Trust I - JPMorgan Income Fund Class A 17
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class 17
Hancock Whitney Corp 17
Tortoise Capital Advisors, L.l.c. 17
Petrus Trust Company, LTA 17
Icon Advisers Inc/co 17
AAUSX - Cavanal Hill Funds - Ultra Short Tax-Free Income Fund Class A 17
Nordea Investment Management Ab 17
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional 17
KBC Group NV 17
Twin Tree Management, LP 17
Karp Capital Management Corp 17
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L 17
Visium Asset Management, LP 17
GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional 17
PINOX - PUTNAM INVESTMENT FUNDS - Putnam International Growth Fund Class Y Shares 17
HMIRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor International Fund Class R3 17
LAGGX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Global Bond Fund Class A 17
DNMZX - PRUDENTIAL NATIONAL MUNI FUND, INC. - PGIM NATIONAL MUNI FUND Class Z 17
MOM - AGF Investments Trust - AGFiQ U.S. Market Neutral Momentum Fund 17
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class 17
Skopos Labs, Inc. 17
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio 17
Compagnie Lombard Odier SCmA 17
Freestone Capital Holdings, LLC 17
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 17
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund 17
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 17
Wealthspire Advisors, LLC 17
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A 17
Virtus Global Dividend & Income Fund Inc. 17
CIBC Asset Management Inc 17
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 17
Advent Capital Management /de/ 17
LS Investment Advisors, LLC 17
Smithfield Trust Co 17
RIMOX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Fixed Income Opportunities Fund Class N 17
FSAHX - FIDELITY SUMMER STREET TRUST - Fidelity Short Duration High Income Fund 17
CastleArk Alternatives, LLC 17
DIAL - Columbia ETF Trust I - Columbia Diversified Fixed Income Allocation ETF 17
Alyeska Investment Group, L.P. 17
Numeric Investors Llc 17
FALCX - Fidelity Rutland Square Trust II - Strategic Advisers Large Cap Fund 17
Valley National Advisers Inc 17
Kanaly Trust Co 17
ACTHX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco High Yield Municipal Fund Class A 17
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 17
IVWAX - IVA Fiduciary Trust - IVA Worldwide Fund Class A 17
State Farm Variable Product Trust 17
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O 17
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class 17
California State Teachers Retirement System 17
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A 17
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 17
Riverhead Capital Management Llc 17
DAAFX - Natixis Funds Trust II - ASG Dynamic Allocation Fund Class A 17
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 17
Great Lakes Advisors, Llc 17
PYMAX - PIMCO FUNDS - PIMCO High Yield Municipal Bond Fund Class A 17
JustInvest LLC 17
Hartland & Co., LLC 17
Hoxton Financial, Inc. 17
Ridgeworth Funds 17
Gemmer Asset Management LLC 17
PQCNX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Conservative Bond Fund Class R6 17
Thompson Siegel & Walmsley Llc 17
Flagship Harbor Advisors, Llc 17
NCLIX - Managed Portfolio Series - Nuance Concentrated Value Long-Short Fund Investor Class Shares 17
Private Capital Group, LLC 17
Assenagon Asset Management S.A. 17
Ausdal Financial Partners, Inc. 17
Coastal Investment Advisors, Inc. 17
Viking Fund Management Llc 17
Ergoteles LLC 17
MBLAX - MADISON FUNDS - Madison Diversified Income Fund Diversified Income Fund Class A 17
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 17
SRCMX - PRINCIPAL FUNDS INC - California Municipal Fund Class A 17
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 17
First Citizens Bank & Trust Co 17
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 17
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 17
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 17
FEDCX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Emerging Markets Debt Fund 17
NCOAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony High Yield Income Fund Class A 17
Brevan Howard Capital Management LP 17
State of Tennessee, Treasury Department 17
State Board Of Administration Of Florida Retirement System 17
Elkfork Partners LLC 17
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 17
Citizens Financial Group Inc/ri 17
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 17
Hexagon Capital Partners LLC 17
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 17
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund 17
Westside Investment Management, Inc. 17
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 17
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 17
Old Mission Capital Llc 17
PKBIX - PAYDEN & RYGEL INVESTMENT GROUP - Payden/Kravitz Cash Balance Plan Fund (SI Class) 17
Winton Capital Group Ltd 17
McIlrath & Eck, LLC 17
APIFX - AMERICAN PENSION INVESTORS TRUST - Yorktown Master Allocation Fund Class A Shares 17
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 17
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 17
Cerity Partners LLC 17
Baird Robert W & Co Inc /wi/ 17
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 16
Alpine Global Management, LLC 16
Vantage Investment Advisors, LLC 16
Mark Sheptoff Financial Planning, Llc 16
Patriot Financial Group Insurance Agency, LLC 16
FLTDX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Limited Term Municipal Bond Fund - Class A 16
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 16
Creative Financial Designs Inc /adv 16
EverPoint Asset Management, LLC 16
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 16
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio 16
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 16
APG Asset Management N.V. 16
Avantax Planning Partners, Inc. 16
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 16
Old Mutual Customised Solutions (proprietary) Ltd 16
Savant Capital, LLC 16
Advisor Resource Council 16
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1 16
LTOTRET - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Total Return Fund 16
Regentatlantic Capital Llc 16
SOXS - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X Shares 16
MML Series Investment Fund II - MML High Yield Fund Class II 16
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A 16
Pine River Capital Management L.P. 16
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1 16
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 16
IGEB - iSHARES TRUST - iShares Edge Investment Grade Enhanced Bond ETF 16
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund 16
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 16
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio 16
Arkadios Wealth Advisors 16
DMLAX - DoubleLine Funds Trust - DoubleLine Multi-Asset Growth Fund Class A 16
Strategic Global Advisors, LLC 16
Allianzgi Diversified Income & Convertible Fund 16
Public Employees Retirement Association Of Colorado 16
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund 16
Versant Capital Management, Inc 16
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA 16
Fieldpoint Private Securities, LLC 16
Todd Asset Management Llc 16
ProShare Advisors LLC 16
Tradeworx Inc. 16
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 16
Bridgewater Associates, LP 16
EQ ADVISORS TRUST - 1290 VT High Yield Bond Portfolio Class IB 16
Gamco Natural Resources, Gold & Income Trust 16
GAMMA Investing LLC 16
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 16
Capital Investment Advisory Services, LLC 16
Gamco Global Gold, Natural Resources & Income Trust 16
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A 16
Ashton Thomas Private Wealth, LLC 16
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF 16
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 16
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 16
Ground Swell Capital, LLC 16
Edmond De Rothschild Holding S.a. 16
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 16
Western Asset Managed Municipals Fund Inc. 16
Horizon Investments, LLC 16
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I 16
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M 16
Index Management Solutions, LLC 16
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 16
Ameritas Advisory Services, LLC 16
FNY Managed Accounts LLC 16
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 16
Calamos Convertible & High Income Fund 16
Aviva Plc 16
Calamos Convertible Opportunities & Income Fund 16
Integrated Wealth Concepts LLC 16
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 16
BDO Wealth Advisors, LLC 16
Optiver Holding B.V. 16
SIHY - Harbor ETF Trust - Harbor Scientific Alpha High-Yield ETF 16
HOIBX - Homestead Funds Trust - Intermediate Bond Fund 16
Tradewinds Capital Management, LLC 16
PointState Capital LP 16
Formidable Asset Management, LLC 16
TIMOTHY PLAN - Timothy Strategic Variable 16
WealthTrust Fairport, LLC 16
MOFIX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class Y-3 16
Harbor Investment Advisory, Llc 16
JPMorgan Institutional Trust - JPMorgan Intermediate Bond Trust 16
MetLife Investment Management, LLC 16
WealthTrust-Arizona, LLC 16
BTG Pactual Global Asset Management Ltd 16
Mfs Charter Income Trust 16
Capital Guardian Trust Co 16
Cowen Group, Inc. 16
Resources Investment Advisors, LLC. 16
Ellevest, Inc. 16
First Eagle Investment Management, LLC 16
Breton Hill Capital Ltd. 16
Amundi 16
Shelton Capital Management 16
Calamos Long/Short Equity & Dynamic Income Trust 16
Quantamental Technologies LLC 16
GGBFX - GuideStone Funds - Global Bond Fund Investor 16
Brinker Capital Investments, LLC 16
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 16
Neuberger Berman California Intermediate Municipal Fund Inc 16
SEIMX - SEI TAX EXEMPT TRUST - STET INTERMEDIATE TERM MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 16
Bogart Wealth, LLC 16
Advisors Preferred, LLC 16
Financial Advocates Investment Management 16
Ensign Peak Advisors, Inc 16
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC 16
PineBridge Investments, L.P. 16
Hl Financial Services Llc 16
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares 16
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 16
Lsv Asset Management 16
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 16
Macroview Investment Management Llc 16
Assured Investment Management LLC 16
Pathstone Family Office, Llc 16
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund 16
Mirabella Financial Services Llp 16
HCCSX - HC CAPITAL TRUST - The Commodity Returns Strategy Portfolio HC Strategic Shares 16
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 16
Snowden Capital Advisors LLC 16
PBCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 6 - PGIM CALIFORNIA MUNI INCOME FUND Class A 16
Cibc World Markets Corp 16
Independent Portfolio Consultants, Inc. 16
Cadence Capital Management Llc 16
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 16
IndexIQ Advisors LLC 16
Hartford Series Fund Inc 16
Virtus ETF Advisers LLC 16
Hutchin Hill Capital, LP 16
LUCIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL U.S. CREDIT FUND Institutional Shares 16
Stephens Consulting, LLC 16
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 16
Stanley-Laman Group, Ltd. 16
GPS Wealth Strategies Group, LLC 16
Amalgamated Bank 16
Thompson Davis & Co., Inc. 16
Raymond James Trust N.a. 16
GEIIX - GOLDMAN SACHS TRUST - Goldman Sachs Enhanced Income Fund Institutional 16
Manning & Napier Advisors Llc 16
Jennison Associates Llc 16
Prime Capital Investment Advisors, LLC 16
Bluefin Capital Management, Llc 16
Winfield Associates, Inc. 16
Trustcore Financial Services, Llc 16
STWLX - SCHRODER SERIES TRUST - Schroder Long Duration Investment-Grade Bond Fund Investor Shares 16
Verus Capital Partners, Llc 16
LSMSX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series TF Fund 16
TNZIX - 1290 Funds - 1290 Low Volatility Global Equity Fund Class I 16
Stonebridge Capital Advisors LLC 16
First American Bank 16
Qs Batterymarch Financial Management, Inc 16
BlackRock Japan Co. Ltd 16
Clough Capital Partners L P 16
Claro Advisors LLC 16
Spirit Of America Management Corp/ny 16
First Quadrant L P/ca 16
CSat Investment Advisory, L.P. 16
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 16
BlackRock Credit Strategies Fund 16
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 16
Placemark Investments, Inc. 16
Evoke Wealth, Llc 16
CAPROCK Group, Inc. 16
Focused Wealth Management, Inc 16
Brewin Dolphin Ltd 16
Fuller & Thaler Asset Management, Inc. 16
FITUX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Total Return Fund Institutional Class 16
BTMIX - BAIRD FUNDS INC - Baird Short-Term Municipal Bond Fund Institutional Class 16
EVOAX - Northern Lights Fund Trust - Altegris Futures Evolution Strategy Fund Class A Funds 16
Schonfeld Group Holdings LLC 16
Legg Mason Investment Counsel, LLC 16
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV 16
Boston Advisors Llc 16
RFAEX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class E 16
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 16
ORG Partners LLC 16
Cribstone Capital Management, LLC 16
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 16
Rs Variable Products Trust 16
Venturi Wealth Management, LLC 16
Summit Trail Advisors, Llc 16
Us Global Investors Funds 16
Mitsubishi UFJ Trust & Banking Corp 16
Coldstream Capital Management Inc 16
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 16
BRYN MAWR TRUST Co 16
Blackrock Energy & Resources Trust 16
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 16
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 16
J. Goldman & Co LP 16
Gupta Wealth Management LLC 16
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF 16
Ssga Master Trust 16
Teacher Retirement System Of Texas 16
Allspring Global Investments Holdings, LLC 16
MQS Management LLC 16
Colony Group Llc 16
Investors Research Corp 16
Leavell Investment Management, Inc. 16
HYLD - Exchange Listed Funds Trust - High Yield ETF 16
Wetherby Asset Management Inc 16
Caitong International Asset Management Co., Ltd 16
Trust Department Mb Financial Bank N A 16
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L 16
K2 Principal Fund, L.p. 16
Eagle Asset Management Inc 16
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L 16
NatWest Group plc 16
First Interstate Bank 16
STOT - SSGA Active Trust - SPDR DoubleLine Short Duration Total Return Tactical ETF 16
Yaupon Capital Management LP 16
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 16
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R 16
Pnc Funds 16
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L 16
Quantinno Capital Management LP 16
NGLAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Global Allocation Fund Class A 16
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 16
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 16
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 16
Moore Capital Management, Lp 16
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A 15
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1 15
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A 15
Sound Income Strategies, LLC 15
Holocene Advisors, LP 15
Key FInancial Inc 15
AHL Partners LLP 15
Kiley Juergens Wealth Management, Llc 15
Connor Clark & Lunn Investment Management Ltd 15
Merit Financial Group, LLC 15
Rs Investment Trust 15
Delpha Capital Management, Llc 15
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class 15
Wealthcare Capital Management Llc 15
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV 15
Moneta Group Investment Advisors Llc 15
Westwood Holdings Group Inc 15
PMDEX - TRUST FOR PROFESSIONAL MANAGERS - PMC Diversified Equity Fund Advisor Class Shares 15
Agf Investments Inc. 15
Thomas White International Ltd 15
VKMMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Municipal Income Fund Class A 15
Guardian Capital Lp 15
SBND - Columbia ETF Trust I - Columbia Short Duration Bond ETF 15
JNL SERIES TRUST - JNL/DoubleLine Shiller Enhanced CAPE Fund (A) 15
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 15
OWCAX - OLD WESTBURY FUNDS INC - Old Westbury California Municipal Bond Fund 15
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A 15
Peapack Gladstone Financial Corp 15
NCAAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Municipal Bond Fund - Class A 15
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 15
FCSAX - Fidelity Rutland Square Trust II - Strategic Advisers Core Fund 15
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia 15
GV Financial Advisors 15
Cipher Capital LP 15
Quad-Cities Investment Group, LLC 15
Blackrock Multi-sector Opportunities Trust 15
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 15
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series V Portfolio 15
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares 15
EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 15
South Dakota Investment Council 15
Mount Yale Investment Advisors, LLC 15
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 15
CX Institutional 15
ABQUX - AB BOND FUND, INC. - AB Total Return Bond Portfolio Class A 15
RidgeWorth Capital Management LLC 15
OHIO NATIONAL FUND INC - ON Federated Core Plus Bond Portfolio 15
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares 15
Dupont Capital Management Corp 15
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 15
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A 15
Financial Management Professionals, Inc. 15
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 15
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 15
Virginia Retirement Systems Et Al 15
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 15
King Luther Capital Management Corp 15
Migdal Insurance & Financial Holdings Ltd. 15
BSBAX - Northern Funds - Northern Short Bond Fund 15
ACLMX - American Century Capital Portfolios Inc - Nt Mid Cap Value Fund G Class 15
NHFIX - Northern Funds - Northern High Yield Fixed Income Fund 15
Franklin Templeton International Trust 15
Vident Advisory, LLC 15
Pictet Asset Management Holding SA 15
CGMU - Capital Group Fixed Income ETF Trust - Capital Group Municipal Income ETF Share Class 15
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 15
PRSMX - T. Rowe Price Summit Municipal Funds, Inc. - T. Rowe Price Summit Municipal Intermediate Fund 15
SWNTX - SCHWAB INVESTMENTS - Schwab Tax-Free Bond Fund 15
Adams Asset Advisors, LLC 15
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A 15
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 15
Blueshift Asset Management, LLC 15
NewSquare Capital LLC 15
Townsquare Capital Llc 15
Segment Wealth Management, LLC 15
Carlson Capital L P 15
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 15
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 15
Covington Capital Management 15
HHM Wealth Advisors, LLC 15
Systematic Financial Management Lp 15
GLG Partners LP 15
Tcwp Llc 15
Vestcor Inc 15
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares 15
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N 15
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I 15
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6 15
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF 15
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 15
True Wealth Design, LLC 15
GNCFX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Non-Core Fixed Income Fund Class R6 Shares 15
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N 15
Atria Wealth Solutions, Inc. 15
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares 15
JAGAX - JANUS INVESTMENT FUND - Janus Henderson Adaptive Global Allocation Fund Class A 15
CI Private Wealth, LLC 15
Highstreet Asset Management Inc. 15
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF 15
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 15
Atom Investors LP 15
ABHYX - American Century Municipal Trust - High-yield Municipal Fund Investor Class 15
HYLV - IndexIQ ETF Trust - IQ S&P High Yield Low Volatility Bond ETF 15
Global X Funds 15
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund 15
Intech Investment Management Llc 15
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class 15
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I 15
PHYIX - PUTNAM HIGH YIELD FUND - PUTNAM HIGH YIELD FUND Class Y Shares 15
New York State Teachers Retirement System 15
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class 15
City Holding Co 15
Delta Asset Management Llc/tn 15
Bayforest Capital Ltd 15
Guggenheim Strategic Opportunities Fund 15
Chevy Chase Trust Holdings, Inc. 15
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 15
First Financial Corp /in/ 15
HYBL - SSGA Active Trust - SPDR(R) Blackstone High Income ETF 15
Baystate Wealth Management LLC 15
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y 15
Denali Advisors Llc 15
LISFX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Intermediate Tax Free Fund Class F 15
Fulton Bank, N.a. 15
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 15
Arizona State Retirement System 15
Moody National Bank Trust Division 15
Balentine LLC 15
XHYE - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Energy Sector ETF 15
GeoSphere Capital Management 15
Soros Fund Management Llc 15
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F 15
TNSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone International Small Cap Fund A 15
Zweig-DiMenna Associates LLC 15
Meridian Wealth Partners, LLC 15
FEDERATED CORE TRUST - High Yield Bond Portfolio 15
CCMPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Municipal Fund Share class 15
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional 15
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I 15
Smartleaf Asset Management LLC 15
Barings Funds Trust - Barings Global Emerging Markets Equity Fund Class A 15
Weaver Consulting Group 15
Yousif Capital Management, Llc 15
Hantz Financial Services, Inc. 15
Avion Wealth 15
UUSTX - USAA MUTUAL FUNDS TRUST - Ultra Short-Term Bond Fund Shares 15
Koshinski Asset Management, Inc. 15
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 15
Independent Advisor Alliance 15
Lee Financial Co 15
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 15
Oakworth Capital, Inc. 15
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund 15
HighPoint Advisor Group LLC 15
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 15
Glen Harbor Capital Management LLC 15
Empowered Funds, LLC 15
Jain Global LLC 15
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Short-Term Income Account Class 1 15
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund 15
Harvest Fund Management Co., Ltd 15
Variable Insurance Products Fund V - Asset Manager Growth Portfolio Investor Class 15
Meridian Wealth Management, LLC 15
UDBPX - UBS FUNDS - UBS Sustainable Development Bank Bond Fund Class P 15
FIL Ltd 15
Vanguard World Fund 15
JJJ Advisors Inc. 15
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 15
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 15
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 15
LIFAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Inflation Focused Fund Class A 15
Johnson Investment Counsel Inc 15
Boston Private Bank & Trust Co 15
Northwest & Ethical Investments L.P. 15
FTMAX - Investment Managers Series Trust II - Vivaldi Multi-Strategy Fund Class A Shares 15
Colony Group, LLC 15
Frontier Wealth Management LLC 15
RHJ International SA 15
FZOMX - FIDELITY SALEM STREET TRUST - Fidelity SAI Short-Term Bond Fund 15
Tradition Wealth Management, LLC 15
Salient Capital Advisors, LLC 15
BI Asset Management Fondsmaeglerselskab A/S 15
FNY Partners Fund LP 15
Harel Insurance Investments & Financial Services Ltd. 15
Foresters Investment Management Company, Inc. 15
Guggenheim Variable Funds Trust - SERIES Y (STYLEPLUS - LARGE GROWTH SERIES) A 15
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC 15
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C 15
MBEAX - AMG Funds II - AMG Chicago Equity Partners Balanced Fund Class N 15
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A 15
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A 15
JANUS ASPEN SERIES - Janus Henderson U.S. Low Volatility Portfolio Service Shares 15
PDSAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Short Duration Muni High Income Fund Class A 15
ISIAX - Voya FUNDS TRUST - Voya Strategic Income Opportunities Fund Class A 15
AGF Investments LLC 15
Silvercrest Asset Management Group Llc 15
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 15
Exane Derivatives 15
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 15
SpiderRock Trading LLC 15
Earnest Partners Llc 15
OAIEX - Optimum Fund Trust - Optimum International Fund Class A 15
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 15
Washington Trust Bank 15
SBI Securities Co., Ltd. 15
Archford Capital Strategies, LLC 15
Cohen & Steers, Inc. 15
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 15
Bartlett & Co. LLC 15
StoneX Group Inc. 15
BFSAX - VALUED ADVISERS TRUST - BFS Equity Fund 15
SRHQX - PRINCIPAL FUNDS INC - Short-Term Income Fund Class A 15
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares 15
TPH Asset Management, LLC 15
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 15
BNP Paribas Investment Partners S.A. 15
Spark Investment Management LLC 15
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 15
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 15
Procyon Private Wealth Partners, LLC 15
ATOAX - Aberdeen Funds - Aberdeen Ultra Short Municipal Income Fund Class A 15
Wealthcare Advisory Partners LLC 15
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 15
SUMAX - SEI TAX EXEMPT TRUST - STET SHORT DURATION MUNICIPAL FUND - CLASS F, effective 1-31-2017 (formerly Class A) 15
USCBX - USAA MUTUAL FUNDS TRUST - California Bond Fund Shares 15
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 15
Azzad Asset Management Inc /adv 15
Glen Eagle Advisors, LLC 15
Jacobs Levy Equity Management, Inc 15
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 15
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 15
Man Investments Ltd 15
Coppell Advisory Solutions LLC 15
Edgestream Partners, L.P. 15
Voya Global Advantage & Premium Opportunity Fund 15
Luminus Management Llc 15
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 15
Los Angeles Capital Management Llc 15
Maverick Capital Ltd 15
Mosaic Family Wealth, LLC 15
Stifel Nicolaus & Co Inc \mo\ 15
Virtus Investment Advisers, Inc. 15
EVIFX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Balanced Fund Class A 15
MIG - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics IG Corporate Bond ETF 15
Cornerstone Capital Management Holdings Llc. 15
Highlander Capital Management, LLC 15
Rothschild Investment Llc 15
Institutional & Family Asset Management, Llc 15
ADVANCED SERIES TRUST - AST T. Rowe Price Corporate Bond Portfolio 15
SCCMX - STERLING CAPITAL FUNDS - Sterling Capital Corporate Fund A Class 15
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 15
Strategic Wealth Partners, Ltd. 15
XBB - BondBloxx ETF Trust - BondBloxx BB Rated USD High Yield Corporate Bond ETF 15
Employees Retirement System of Texas 15
Pin Oak Investment Advisors Inc 15
One Wealth Advisors, LLC 15
Avestar Capital, LLC 15
Banco de Sabadell, S.A 15
Private Ocean, LLC 14
PIOBX - PIONEER BOND FUND /DE/ - Pioneer Bond Fund : Class A 14
Rodgers Brothers Inc. 14
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 14
SECOR Capital Advisors, LP 14
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 14
Eagle Global Advisors Llc 14
NOCBX - Northern Funds - Northern Core Bond Fund 14
IFG Advisory, LLC 14
Tfo-tdc, Llc 14
Transamerica Partners Portfolios 14
TRANSAMERICA ASSET ALLOCATION VARIABLE FUNDS - Transamerica Asset Allocation-Short Horizon Subaccount 14
Kestra Private Wealth Services, Llc 14
PUTNAM FUNDS TRUST - Putnam Dynamic Risk Allocation Fund Class A 14
Weiss Asset Management LP 14
PPM Funds - PPM Core Plus Fixed Income Fund (Inst) 14
Janney Capital Management LLC 14
ACLDX - American Century Investment Trust - Nt Diversified Bond Fund G Class 14
JITIX - JPMorgan Trust I - JPMorgan Intermediate Tax Free Bond Fund Class I 14
Ipswich Investment Management Co., Inc. 14
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14
BlackRock ETF Trust II - BlackRock Total Return ETF 14
Root Financial Partners, LLC 14
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 14
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 14
Covestor Ltd 14
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 14
Hotchkis & Wiley Capital Management Llc 14
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 14
URTH - iShares, Inc. - iShares MSCI World ETF 14
Parametric Market Neutral Portfolio 14
Blackrock Resources & Commodities Strategy Trust 14
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 14
OWMAX - OLD WESTBURY FUNDS INC - Old Westbury Multi-Asset Opportunities Fund 14
Ropes Wealth Advisors Llc 14
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 14
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 14
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV 14
Founders Financial Alliance, LLC 14
Avidian Wealth Solutions, LLC 14
Brinker Capital Inc 14
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF 14
JSNRX - JOHN HANCOCK BOND TRUST - John Hancock Short Duration Bond Fund Class NAV 14
FSMB - First Trust Exchange-Traded Fund III - First Trust Short Duration Managed Municipal ETF 14
SG3 Management, LLC 14
Mfs Multimarket Income Trust 14
Wiley Bros.-aintree Capital, Llc 14
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund 14
American National Insurance Co /tx/ 14
General Motors Investment Management Corp 14
Caisse De Depot Et Placement Du Quebec 14
First PREMIER Bank 14
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class 14
Exchange Traded Concepts, Llc 14
Capital World Investors 14
Nikko Asset Management Americas, Inc. 14
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 14
RFP Financial Group LLC 14
AGDAX - AB HIGH INCOME FUND INC - AB HIGH INCOME FUND INC Class A 14
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 14
Cypress Capital Management LLC (WY) 14
MML Series Investment Fund II - MML Blend Fund Initial Class 14
Wagner Wealth Management, Llc 14
Sig Brokerage, Lp 14
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB 14
Wilbanks Smith & Thomas Asset Management Llc 14
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund 14
Janus Capital Management Llc 14
Kings Point Capital Management 14
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class 14
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 14
Legacy Financial Advisors, Inc. 14
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 14
PLC - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Multi-Factor Core Index ETF 14
Tibra Equities Europe Ltd 14
Wealth Quarterback LLC 14
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 14
TRUE Private Wealth Advisors 14
Arrow Financial Corp 14
HISIX - HOMESTEAD FUNDS INC - International Equity Fund 14
SOUTH STATE Corp 14
Parkwood LLC 14
Inscription Capital, LLC 14
Peregrine Asset Advisers, Inc. 14
STXAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Municipal High Income Fund Class A 14
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF 14
F&C Asset Management plc 14
Measured Wealth Private Client Group, LLC 14
Adage Capital Partners Gp, L.l.c. 14
Independence Bank of Kentucky 14
DRESX - DRIEHAUS MUTUAL FUNDS - Driehaus Emerging Markets Small Cap Growth Fund 14
Apriem Advisors 14
Squar Milner Financial Services Llc 14
Gulf International Bank (UK) Ltd 14
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A 14
Boston Income Portfolio - Boston Income Portfolio 14
Ieq Capital, Llc 14
Calvert Investment Management, Inc. 14
American National Bank 14
IXC - iSHARES TRUST - iShares Global Energy ETF 14
FSHBX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Fund 14
State of New Jersey Common Pension Fund D 14
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 14
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 14
Executive Wealth Management, LLC 14
Axq Capital, Lp 14
IWV - iSHARES TRUST - iShares Russell 3000 ETF 14
Stone House Investment Management, LLC 14
OHYFX - JPMORGAN TRUST II - JPMorgan High Yield Fund Class I 14
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 14
Horizon Kinetics LLC 14
Clough Global Dividend & Income Fund 14
Roble, Belko & Company, Inc 14
Quarry LP 14
Blackrock Muniyield California Quality Fund, Inc. 14
PYHRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden High Income Fund (Investor Class) 14
Gierl Augustine Investment Management Inc 14
NN Investment Partners Holdings N.V. 14
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund 14
Advent Claymore Convertible Securities & Income Fund 14
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund 14
Truvestments Capital Llc 14
MQLIX - MFS SERIES TRUST IX - MFS Limited Maturity Fund I 14
Ninety One UK Ltd 14
USMSX - JPMORGAN TRUST IV - JPMorgan Ultra-Short Municipal Fund Class A 14
Virginia Retirement System 14
IMHAX - IVY FUNDS - Ivy California Municipal High Income Fund Class A 14
Absolute Return Capital, LLC 14
Aviance Capital Management, Llc 14
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 14
Ritholtz Wealth Management 14
Erste Asset Management GmbH 14
Northwestern Mutual Investment Management Company, Llc 14
MZHIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich U.S. High Yield Corporate Bond Fund Institutional Shares 14
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF 14
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund 14
DGCAX - Delaware Group Income Funds - Delaware Corporate Bond Fund Class A 14
Santa Fe Partners LLC 14
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 14
Voya Natural Resources Equity Income Fund 14
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A 14
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund 14
Clear Harbor Asset Management, LLC 14
Calton & Associates, Inc. 14
Wipfli Financial Advisors Llc, 14
ABNAX - AB BOND FUND, INC. - AB Bond Inflation Strategy Class A 14
Campbell Multi-strategy Trust 14
MOTMX - BNY MELLON FUNDS TRUST - BNY Mellon Municipal Opportunities Fund Class M 14
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 14
Sequoia Financial Advisors, LLC 14
Winch Advisory Services, LLC 14
Veriti Management LLC 14
180 Wealth Advisors, Llc 14
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 14
Occudo Quantitative Strategies Lp 14
Kepos Capital LP 14
Mather Group, Llc. 14
Manning & Napier Group, LLC 14
Bluestein R H & Co 14
Hartford Investment Management Co 14
Eastern Bank 14
Zacks Investment Management 14
Weld Capital Management Llc 14
MFS VARIABLE INSURANCE TRUST II - MFS Emerging Markets Equity Portfolio Initial Class 14
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 14
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class 14
Rossby Financial, LCC 14
Western Asset Municipal Partners Fund Inc. 14
Point72 Asia (Singapore) Pte. Ltd. 14
Calamos Dynamic Convertible & Income Fund 14
EMOAX - EATON VANCE MUNICIPALS TRUST - Eaton Vance Municipal Opportunities Fund Class A 14
Belvedere Trading LLC 14
Summit Global Investments 14
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares 14
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund 14
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 14
FSHGX - FIDELITY SUMMER STREET TRUST - Fidelity SAI High Income Fund 14
Rydex Etf Trust 14
Bellwether Investment Group, LLC 14
Tcw Group Inc 14
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 14
Toth Financial Advisory Corp 14
Carolinas Wealth Consulting Llc 14
Ledyard National Bank 14
Old Mutual Global Investors (UK) Ltd. 14
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 14
Lenox Wealth Management, Inc. 14
Wealthfront Inc 14
Kempen Capital Management N.v. 14
NMKYX - North Square Investments Trust - North Square McKee Bond Fund Class Y 14
PDEAX - PRUDENTIAL WORLD FUND, INC. - PGIM JENNISON EMERGING MARKETS EQUITY OPPORTUNITIES FUND Class A 14
PFFR - ETFis Series Trust I - InfraCap REIT Preferred ETF 14
Lighthouse Investment Partners, LLC 14
UMA Financial Services, Inc. 14
Sciencast Management LP 14
Keebeck Alpha, LP 14
Transce3nd, LLC 14
Arden Investment Series Trust 14
THRIVENT SERIES FUND INC - Thrivent High Yield Portfolio Class A 14
Martingale Asset Management L P 14
JCRAX - FINANCIAL INVESTORS TRUST - ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Investor Shares 14
Aquatic Capital Management LLC 14
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 14
Western Asset Municipal High Income Fund Inc. 14
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 14
Park Avenue Securities Llc 14
BRSIX - BRIDGEWAY FUNDS INC - Ultra-Small Company Market Fund Class N 14
Ab Pooling Portfolios 14
Piedmont Investment Advisors Llc 14
Menta Capital Llc 14
AlphaMark Advisors, LLC 14
WealthTrust Axiom LLC 14
Vanguard Index Funds 14
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 14
FourThought Financial, LLC 14
Vigilant Capital Management, LLC 14
CGSM - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Municipal Income ETF Share Class 14
Community Bank, N.A. 14
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 14
Lenox Wealth Advisors, LLC 14
Pearl River Capital, LLC 14
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A 14
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 14
Lombard Odier Asset Management (USA) Corp 14
Bartlett & Co. Wealth Management Llc 14
Creekmur Asset Management LLC 14
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF 14
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF 14
Nuveen, LLC 14
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund 14
Transamerica Partners Funds Group 14
Barrow Hanley Mewhinney & Strauss Llc 14
Manchester Capital Management LLC 14
Usca Ria Llc 14
Profunds - Profund Vp Oil & Gas 14
First Personal Financial Services 14
Bridgefront Capital, LLC 14
MTBAX - MAINSTAY FUNDS - MainStay MacKay Tax Free Bond Fund Class A 14
Perpetual Ltd 14
FCOR - Fidelity Merrimack Street Trust - Fidelity Corporate Bond ETF 14
Spring Creek Capital Llc 14
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 14
MISHX - AB CORPORATE SHARES - AB Municipal Income Shares 14
Investment Centers Of America Inc 14
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A 14
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 14
Alpha Windward Llc 14
Hartree Partners, LP 14
Pitcairn Co 14
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class 14
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 14
Transamerica Partners Funds Group Ii 14
WASHINGTON TRUST Co 14
First Horizon Corp 14
Advance Capital I Inc 14
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares 14
Pendal Group Ltd 14
RRFAX - FEDERATED INCOME SECURITIES TRUST - Federated Real Return Bond Fund Class A Shares 14
CPUAX - Investment Managers Series Trust - AAM/Insight Select Income Fund Class A 14
EMHY - iShares, Inc. - iShares Emerging Markets High Yield Bond ETF 14
BFIX - Build Funds Trust - Build Bond Innovation ETF 14
Daiwa Securities Group Inc. 14
J.w. Cole Advisors, Inc. 14
True Link Financial Advisors, LLC 14
I.g. Investment Management, Ltd. 14
Donoghue Forlines LLC 13
Pictet Asset Management Sa 13
American Funds Insurance Series 13
PIMCO Energy & Tactical Credit Opportunities Fund 13
PACIFIC SELECT FUND - Intermediate Bond Portfolio I 13
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF 13
Calamos Advisors LLC 13
Arcadia Investment Management Corp/mi 13
Weaver C. Barksdale & Associates, Inc. 13
Obermeyer Wood Investment Counsel, Lllp 13
Jnl Series Trust - Jnl/fpa + Doubleline Flexible Allocation Fund (a) 13
THIMX - THORNBURG INVESTMENT TRUST - Thornburg Intermediate Municipal Fund - Class A 13
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 13
Capital Bank & Trust Co 13
AICAX - BERNSTEIN SANFORD C FUND INC - California Municipal Portfolio AB Intermediate California Municipal Class A 13
Koch Industries Inc 13
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 13
Bb&t Investment Services, Inc. 13
Diversified Trust Co 13
Municipal Employees' Retirement System of Michigan 13
Mycio Wealth Partners, Llc 13
Texas Permanent School Fund 13
Allegis Investment Advisors, LLC 13
Marathon Trading Investment Management LLC 13
Financial Counselors Inc 13
FDSSX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector All Cap Fund 13
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 13
EVIBX - EATON VANCE SERIES TRUST II - Eaton Vance Income Fund of Boston Class A 13
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I 13
Pacitti Group Inc. 13
Miller Howard Investments Inc /ny 13
Arrowgrass Capital Partners (us) Lp 13
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund 13
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 13
Putnam Premier Income Trust 13
MUFG Securities EMEA plc 13
Zeke Capital Advisors, Llc 13
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 13
Maven Securities LTD 13
Financial Network Wealth Advisors LLC 13
BlueCrest Capital Management LLP 13
Cape Investment Advisory, Inc. 13
TSSAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Municipal Income Fund Class A 13
Alera Investment Advisors, LLC 13
Hollencrest Capital Management 13
Tyers Asset Management LLC 13
Thurston, Springer, Miller, Herd & Titak, Inc. 13
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares 13
Aviance Capital Partners, LLC 13
Corient Capital Partners, LLC 13
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 13
CPQAX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Long-Short Equity Fund Class A Shares 13
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class 13
Guggenheim Active Allocation Fund 13
Sanctuary Advisors, LLC 13
Arete Wealth Advisors, LLC 13
Ativo Capital Management LLC 13
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 13
Intellectus Partners, LLC 13
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF 13
CRAK - VanEck Vectors ETF Trust - VanEck Vectors Oil Refiners ETF 13
PDS Planning, Inc 13
Banco Bilbao Vizcaya Argentaria, S.a. 13
GMNFX - FundVantage Trust - Gotham Master Neutral Fund Institutional Class Shares 13
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A 13
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A 13
Washington Trust Advisors, Inc. 13
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 13
Private Wealth Asset Management, LLC 13
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IA 13
Detwiler Fenton Investment Management LLC 13
Cigna Investments Inc /new 13
Hirtle Callaghan & Co LLC 13
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 13
Atwood & Palmer Inc 13
Meritage Portfolio Management 13
IHIAX - FEDERATED WORLD INVESTMENT SERIES INC - Federated Emerging Market Debt Fund Class A Shares 13
Swiss Life Asset Management Ltd 13
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio 13
GBATX - GMO TRUST - GMO Strategic Opportunities Allocation Fund Class III 13
Lido Advisors, LLC 13
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I 13
Gideon Capital Advisors, Inc. 13
Leonteq Securities AG 13
DEEAX - Delaware Group Income Funds - Delaware Extended Duration Bond Fund Class A 13
USBNX - Pear Tree Funds - Pear Tree Polaris Small Cap Fund Ordinary Shares 13
Teza Capital Management LLC 13
Shapiro Robert N 13
Blackstone / Gso Senior Floating Rate Term Fund 13
Highland Capital Management, Llc 13
Itau Unibanco Holding S.A. 13
AAOPX - Cavanal Hill Funds - Opportunistic Fund Class A 13
Steward Financial Group LLC 13
AMG National Trust Bank 13
THRIVENT SERIES FUND INC - Thrivent Multidimensional Income Portfolio Class A 13
Pathstone Holdings, LLC 13
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares 13
Ethic Inc. 13
Barings Global Short Duration High Yield Fund 13
Renaissance Group Llc 13
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund 13
Kornitzer Capital Management Inc /ks 13
Zebra Capital Management LLC 13
C M Bidwell & Associates Ltd 13
Aberdeen Asia-pacific Income Fund Inc 13
CCTEX - City National Rochdale Funds - City National Rochdale California Tax - Exempt Bond Fund - Class N 13
VCPSX - VANGUARD STAR FUNDS - Vanguard STAR Core-Plus Bond Fund Institutional Shares 13
FHAIX - Franklin High Income Trust - Franklin High Income Fund Class A1 13
Parametrica Management Ltd 13
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 13
Nuveen Real Asset Income & Growth Fund 13
FSTFX - FIDELITY MUNICIPAL TRUST - Fidelity Limited Term Municipal Income Fund 13
Concert Wealth Management Inc. 13
Guardian Wealth Advisors, LLC 13
SJS Investment Consulting Inc. 13
Mizuho Trust & Banking Co., Ltd. 13
Quent Capital, LLC 13
Asset Dedication, LLC 13
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares 13
State of Alaska, Department of Revenue 13
Deprince Race & Zollo Inc 13
Mutual Of America Capital Management Llc 13
Highland Capital Management Lp 13
YorkBridge Wealth Partners, LLC 13
SGTAX - SUNAMERICA INCOME FUNDS - AIG U.S. Government Securities Fund Class A 13
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Investment-Grade Corporate Multi-Sector Account Portfolio 13
SpiderRock Advisors, LLC 13
Globeflex Capital L P 13
Dark Forest Capital Management Lp 13
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 13
CVA Family Office, LLC 13
Grove Bank & Trust 13
Selective Wealth Management, Inc. 13
Laurel Wealth Advisors, Inc. 13
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I 13
Ingalls & Snyder Llc 13
Bradley Foster & Sargent Inc/ct 13
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Intermediate Bond Portfolio Class A 13
Versor Investments LP 13
GDMIX - LAZARD FUNDS INC - Lazard Global Dynamic Multi-Asset Portfolio Institutional Shares 13
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF 13
Northwest Wealth Management, Llc 13
Zurich Insurance Group Ltd/FI 13
Western Asset Income Fund 13
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 13
Pinnacle Bancorp, Inc. 13
Delaware Vip Trust - Delaware Vip Value Series Standard Class 13
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 13
CapWealth Advisors, LLC 13
Greenland Capital Management LP 13
Capula Management Ltd 13
HighVista Strategies LLC 13
PSI Advisors, LLC 13
Guardian Variable Products Trust - Guardian Total Return Bond VIP Fund 13
BlackRock Multi-Sector Opportunities Trust II 13
Essential Partners LLC 13
Overbrook Management Corp 13
Blackrock Enhanced Capital & Income Fund, Inc. 13
Avantax Advisory Services, Inc. 13
MFS VARIABLE INSURANCE TRUST III - MFS Limited Maturity Portfolio Initial Class 13
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A 13
MANNING & NAPIER FUND, INC. - Blended Asset Moderate Series Class R6 13
EP Wealth Advisors, Inc. 13
Hm Payson & Co 13
MSSFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Smaller Companies Fund Institutional Class 13
LBHYX - THRIVENT MUTUAL FUNDS - Thrivent High Yield Fund Class A 13
Western Asset Investment Grade Defined Opportunity Trust Inc. 13
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 13
LQDH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Corporate Bond ETF 13
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF 13
Americana Partners, LLC 13
Atomi Financial Group, Inc. 13
Pekin Hardy Strauss, Inc. 13
SASAX - SunAmerica Specialty Series - AIG Small-Cap Fund A Shares 13
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund 13
Rothschild Investment Corp /il 13
Fidelity Central Investment Portfolios LLC - Fidelity Energy Central Fund 13
Archer Investment Corp 13
JRBEX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2030 Fund Class I 13
MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class 13
TRBUX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Ultra Short-Term Bond Fund 13
IMWAX - IVY FUNDS - Ivy ProShares MSCI ACWI Index Fund Class A 13
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc. 13
Fred Alger Management, Llc 13
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service 13
PMFIX - TRUST FOR PROFESSIONAL MANAGERS - PMC Core Fixed Income Fund Advisor Class Shares 13
Eagle Bay Advisors LLC 13
Irish Life Investment Managers Ltd. 13
Cinctive Capital Management LP 13
Zions Bancorporation, N.A. 13
Quest Capital Management Inc /adv 13
CGMS - Capital Group Fixed Income ETF Trust - Capital Group U.S. Multi-Sector Income ETF Share Class 13
Lombard Odier Asset Management (Switzerland) SA 13
Next Financial Holdings 13
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class 13
Golden State Wealth Management, LLC 13
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 13
Gargoyle Investment Advisor L.L.C. 13
HYEM - VanEck Vectors ETF Trust - VanEck Vectors Emerging Markets High Yield Bond ETF 13
Rs Investment Management Co Llc 13
Dorsey Wright & Associates 13
Kelly Financial Services LLC 13
KIFAX - Forward Funds - Salient Select Income Fund Class A 13
Newgate Capital Management Llc 13
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares 13
ETHYX - EATON VANCE MUNICIPALS TRUST II - Eaton Vance High Yield Municipal Income Fund Class A 13
CIBC Bancorp USA Inc. 13
Qrg Capital Management, Inc. 13
Alexandria Capital, LLC 13
Willingdon Wealth Management 13
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund 13
Voleon Capital Management Lp 13
Chicago Equity Partners Llc 13
Fortitude Family Office, LLC 13
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 13
ICA Group Wealth Management, LLC 13
RR Advisors, LLC 13
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 13
Artemis Investment Management LLP 13
Bruce G. Allen Investments, LLC 13
Baldwin Brothers Inc/ma 13
Advisor Partners Ii, Llc 13
Foundry Partners, LLC 13
Hexavest Inc. 13
Bbva Usa 13
Norden Group Llc 13
APTIX - American Century Variable Portfolios Ii Inc - Vp Inflation Protection Fund Class I 13
Bailard, Inc. 13
Beacon Pointe Advisors, LLC 13
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 13
Twinbeech Capital Lp 13
Syon Capital Llc 13
Avalon Advisors, Llc 13
Benjamin Edwards Inc 13
Pinnacle Associates Ltd 13
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 13
Robeco Institutional Asset Management B.V. 13
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 13
SageView Advisory Group, LLC 13
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Plus Bond Fund Class I 13
TMLDX - THRIVENT MUTUAL FUNDS - Thrivent Multidimensional Income Fund Class S 13
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1 13
Third Avenue Variable Series Trust - Third Avenue Value Portfolio 13
Pictet Asset Management Ltd 13
Jnl Series Trust - Jnl/doubleline Emerging Markets Fixed Income Fund (a) 13
Jaffetilchin Investment Partners, LLC 13
Destination Wealth Management 13
Mount Lucas Management LP 13
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 13
BBVA USA Bancshares, Inc. 13
Haber Trilix Advisors, Lp 13
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF 13
Counterpoint Mutual Funds LLC 13
PYSGX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Strategic Income Fund (Investor Class) 13
Kayne Anderson Rudnick Investment Management Llc 13
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 13
MSYIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - High Yield Portfolio Class I 13
Bedel Financial Consulting, Inc. 13
Clarus Wealth Advisors 13
Osborn Rohs Williams & Donohoe Ltd 13
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 13
Centenus Global Management, Lp 13
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF 13
Herndon Capital Management Llc 13
Lucus Advisors Llc 13
MFIAX - MFS MUNICIPAL SERIES TRUST - MFS Municipal Income Fund A 13
Ivy Variable Insurance Portfolios - Ivy VIP Corporate Bond Class II 13
Capital One, National Association 13
Claraphi Advisory Network, LLC 13
Aventura Private Wealth, LLC 13
Williams Jones & Associates LLC 13
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund 13
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 13
Palladium Partners Llc 13
First Heartland Consultants, Inc. 13
Addison Advisors LLC 13
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 13
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares 13
Mackay Shields Llc 13
Invictus RG 13
GANDX - FundVantage Trust - Gotham Index Plus All-Cap Fund Institutional Class 13
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I 13
QVM - Arrow Investments Trust - Arrow QVM Equity Factor ETF 13
GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF 13
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class 13
Lake Point Wealth Management 13
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1 13
Korea Investment CORP 13
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares 13
Police & Firemen's Retirement System of New Jersey 13
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 13
Adams Natural Resources Fund, Inc. 13
Capital Asset Advisory Services LLC 13
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 13
Point72 Europe (London) LLP 13
FSHIX - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST - FEDERATED SHORT-INTERMEDIATE DURATION MUNICIPAL TRUST Institutional Shares 13
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 12
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares 12
Cca Investments Trust 12
Register Financial Advisors LLC 12
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class 12
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares 12
Hilltop Holdings Inc. 12
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A 12
Green Square Capital Advisors Llc 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 12
Whitnell & Co. 12
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund 12
Lincoln National Corp 12
Fruth Investment Management 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 12
Sageworth Trust Co 12
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF 12
RBF Capital, LLC 12
GRES - IndexIQ ETF Trust - IQ Global Resources ETF 12
Aspire Private Capital, LLC 12
Barnett & Company, Inc. 12
Quotient Investors, LLC 12
UMBAX - UBS FUNDS - UBS Municipal Bond Fund Class A 12
Kilter Group LLC 12
Cantor Fitzgerald, L. P. 12
Qtron Investments LLC 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 12
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 12
Longfellow Investment Management Co Llc 12
PYARX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Absolute Return Bond Fund (Investor Class) 12
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF 12
Mizuho Securities Usa Llc 12
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 12
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A 12
DEUTSCHE DWS VARIABLE SERIES II - DWS High Income VIP Class A 12
Country Trust Bank 12
Dubuque Bank & Trust Co 12
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 12
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 12
AMERICAN FUNDS INSURANCE SERIES - Ultra-Short Bond Fund Class 1 12
OUSM - OSI ETF Trust - O'Shares FTSE Russell Small Cap Quality Dividend ETF 12
BOK Financial Private Wealth, Inc. 12
Duality Advisers, Lp 12
SHP Wealth Management 12
DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A 12
West Tower Group, LLC 12
SRLN - SSGA Active Trust - SPDR Blackstone / GSO Senior Loan ETF 12
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF 12
Vanguard Global Advisers, LLC 12
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 12
Forum Financial Management, LP 12
SEQAX - GUGGENHEIM FUNDS TRUST - Guggenheim World Equity Income Fund A 12
New England Research & Management, Inc. 12
Putnam Fl Investment Management Co 12
PWZ - Invesco Exchange-Traded Fund Trust II - Invesco California AMT-Free Municipal Bond ETF 12
Aptus Capital Advisors, LLC 12
Bare Financial Services, Inc 12
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio 12
CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A 12
Axiom Investment Management LLC 12
Lake Street Advisors Group, Llc 12
Callan Family Office, LLC 12
LGT Financial Advisors LLC 12
Garrett Wealth Advisory Group, LLC 12
TrimTabs Asset Management, LLC 12
Vise Technologies, Inc. 12
Barometer Capital Management Inc. 12
Pacific Capital Wealth Advisors, Inc 12
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 12
Perritt Capital Management Inc 12
Vanguard Portfolio Management Llc 12
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 12
MANNING & NAPIER FUND, INC. - Blended Asset Maximum Series Class R6 12
Easterly Investment Partners Llc 12
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class 12
Credit Capital Investments LLC 12
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional 12
MANNING & NAPIER FUND, INC. - Blended Asset Conservative Series Class R6 12
MANNING & NAPIER FUND, INC. - Blended Asset Extended Series Class R6 12
Grisanti Capital Management LLC 12
Nwam Llc 12
Kestra Investment Management, LLC 12
Coastline Trust Co 12
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 12
Elequin Capital Lp 12
JAHDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Active Bond Trust NAV 12
GILDX - GUGGENHEIM FUNDS TRUST - Guggenheim Limited Duration Fund A-Class 12
Personal Cfo Solutions, Llc 12
Kovack Advisors, Inc. 12
JIJSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend Income Fund Class I 12
THYUX - MORGAN STANLEY PATHWAY FUNDS - High Yield Fund 12
BIMIX - BAIRD FUNDS INC - Baird Intermediate Bond Fund Institutional 12
BUBIX - BAIRD FUNDS INC - Baird Ultra Short Bond Fund Institutional Class 12
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund 12
Polaris Wealth Advisory Group, LLC 12
Lehman Financial Resources, Inc. 12
BSBIX - BAIRD FUNDS INC - Baird Short-Term Bond Fund Institutional 12
SNAEX - Schroder Global Series Trust - North American Equity Fund - Investor Class 12
AT Bancorp 12
Foster & Motley Inc 12
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 12
American National Registered Investment Advisor, Inc. 12
Cary Street Partner Investment Advisory Llc 12
Alpha Cubed Investments, LLC 12
Sargent Bickham Lagudis LLC 12
NANAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Multi-Asset Income Fund Class A 12
Tsfg, Llc 12
WealthStone, Inc. 12
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 12
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A 12
Enlightenment Research, LLC 12
IMA Wealth, Inc. 12
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 12
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6 12
Exencial Wealth Advisors, Llc 12
QMFNX - AQR Funds - AQR MS Fusion Fund Class N 12
Annis Gardner Whiting Capital Advisors, LLC 12
Roosevelt Investment Group Llc 12
Venture Visionary Partners LLC 12
Maple Securities Usa Inc 12
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 12
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 12
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF 12
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2 12
Comerica Securities Inc 12
Joel Isaacson & Co., LLC 12
Utah Retirement Systems 12
Chiron Capital Management, Llc 12
PRWBX - T. Rowe Price Short-Term Bond Fund, Inc. - T. Rowe Price Short-Term Bond Fund, Inc. 12
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I 12
AllSquare Wealth Management LLC 12
Louisiana State Employees Retirement System 12
Nbc Securities, Inc. 12
Retirement Planning Co of New England, Inc. 12
Lingohr & Partner Asset Management GmbH 12
Clough Global Opportunities Fund 12
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 12
Gamco Investors, Inc. Et Al 12
Advisory Alpha, LLC 12
Duff & Phelps Investment Management Co 12
GeoWealth Management, LLC 12
EXMAX - EATON VANCE INVESTMENT TRUST - Eaton Vance Short Duration Municipal Opportunities Fund Class A 12
Truewealth Llc 12
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 12
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 12
Ballentine Partners, LLC 12
Estabrook Capital Management 12
Evolution Wealth Advisors, LLC 12
Tri-continental Corp 12
Lebenthal Asset Management, LLC 12
Cidel Asset Management Inc 12
Western Asset Emerging Markets Debt Fund Inc. 12
CWA Asset Management Group, LLC 12
Continuum Advisory, LLC 12
Xponance, Inc. 12
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5 12
Wright Investors Service Inc 12
Merewether Investment Management, LP 12
Searle & Co. 12
JPGE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Global Equity ETF 12
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares 12
MCFIX - Mercer Funds - Mercer Core Fixed Income Fund Class Y-3 12
Arlington Trust Co LLC 12
Allianz Variable Insurance Products Fund of Funds Trust - AZL MVP Global Balanced Index Strategy Fund 12
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 12
Fayez Sarofim & Co 12
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A 12
Ionic Capital Management LLC 12
Total Investment Management Inc 12
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class 12
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc. 12
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 12
Empirical Finance, LLC 12
Meadow Creek Investment Management LLC 12
Frontier Investment Mgmt Co 12
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 12
Redhawk Wealth Advisors, Inc. 12
Waratah Capital Advisors Ltd. 12
Vectors Research Management, LLC 12
Nelson Capital Management, LLC 12
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 12
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I 12
Wedge Capital Management L L P/nc 12
Eaton Vance Senior Income Trust 12
Kiwi Wealth Investments Limited Partnership 12
Advisory Research Inc 12
Bridgeworth, LLC 12
USA Financial Portformulas Corp 12
Nuveen Diversified Dividend & Income Fund 12
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 12
MDHAX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Duration High Yield Fund Class A 12
Caitlin John, LLC 12
Precocity Capital LP 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 12
BerganKDV Wealth Management, LLC 12
PSRAX - PIONEER SERIES TRUST XIV - Pioneer Strategic Income Fund : Class A 12
NMBAX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Intermediate Duration Municipal Bond Fund - Class A 12
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 12
Spectrum Management Group, LLC 12
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares 12
Payden & Rygel 12
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund 12
Levin Capital Strategies, L.p. 12
SVUIX - GUGGENHEIM FUNDS TRUST - Guggenheim Mid Cap Value Institutional Fund Mid Cap Value Institutional 12
Wbi Investments, Inc. 12
Retirement Group, LLC 12
Qci Asset Management Inc/ny 12
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 12
Ziegler Capital Management, LLC 12
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund 12
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL BlackRock Global Allocation Fund 12
Griffin Asset Management, Inc. 12
Cornercap Investment Counsel Inc 12
IGE - iSHARES TRUST - iShares North American Natural Resources ETF 12
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 12
Nvwm, Llc 12
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund 12
Fort Washington Investment Advisors Inc /oh/ 12
Cranbrook Wealth Management, LLC 12
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 12
Monetary Management Group Inc 12
Prudential Plc 12
Oliver Lagore Vanvalin Investment Group 12
Ridgewood Investments LLC 12
Global Financial Private Client, LLC 12
Linscomb & Williams, Inc. 12
Sit Investment Associates Inc 12
Roxbury Financial LLC 12
PIMAX - Pioneer Series Trust V - Pioneer High Income Municipal Fund : Class A 12
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A 12
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 12
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares 12
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 12
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 12
Wolff Wiese Magana Llc 12
RPG Investment Advisory, LLC 12
DELAWARE VIP TRUST - Delaware VIP Investment Grade Series Standard 12
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 12
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class 12
Ashburton (Jersey) Ltd 12
Founders Capital Management 12
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 12
Dfa Investment Trust Co - The Emerging Markets Series 12
Vanguard Investments Australia, Ltd. 12
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I 12
Nebula Research & Development LLC 12
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 12
Principal Diversified Select Real Asset Fund 12
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 12
Intrust Bank Na 12
Interchange Capital Partners, LLC 12
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 12
VSR Financial Services, Inc. 12
PLDDX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Diversified Income Advisor Class 12
Intact Investment Management Inc. 12
Cambridge Trust Co 12
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I 12
Private Capital Advisors, Inc. 12
Coston, McIsaac & Partners 12
Advanced Series Trust - Ast T. Rowe Price Natural Resources Portfolio 12
VANGUARD ASSET MANAGEMENT, Ltd 12
Entropy Technologies, LP 12
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 12
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 12
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class 12
DTMEX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Equity Portfolio 12
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF 12
Paulson Wealth Management Inc. 12
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 12
KGIIX - Advisors' Inner Circle Fund II - KOPERNIK INTERNATIONAL FUND CLASS I SHARES 12
Verdence Capital Advisors LLC 12
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF 12
USIBX - USAA MUTUAL FUNDS TRUST - Intermediate-Term Bond Fund Shares 12
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A 12
Matarin Capital Management, LLC 12
R Squared Ltd 12
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class 12
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. U.S. Core Equity 2 Portfolio - Institutional Class 12
Accurate Wealth Management, LLC 12
Brown Advisory Securities, LLC 12
Certified Advisory Corp 12
Prudential Global Short Duration High Yield Fund, Inc. 12
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF 12
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 12
Bellwether Advisors, LLC 12
QCIBX - Starboard Investment Trust - QCI Balanced Fund Institutional Class Shares 12
Gables Capital Management Inc. 12
Dunhill Financial, LLC 12
Td Private Client Wealth Llc 12
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF 12
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 12
Altshuler Shaham Ltd 12
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 12
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class 12
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF 12
Dreyfus High Yield Strategies Fund 12
Ascent Group, LLC 12
Bramshill Investments, LLC 12
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund 12
GSAAX - GOLDMAN SACHS TRUST - Goldman Sachs Municipal Income Completion Fund Separate Account Institutional Shares 12
Caldwell Trust Co 12
Concord Wealth Partners 12
FBSTX - FIDELITY SALEM STREET TRUST - Fidelity Flex Short-Term Bond Fund 12
Shay Capital LLC 12
AAHMX - Aberdeen Funds - Aberdeen Short Duration High Yield Municipal Fund (formerly Aberdeen High Yield Managed Duration Municipal Fund) Class A 12
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 12
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 12
Edge Advisors, Llc 12
Csenge Advisory Group 12
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I 12
GDLIX - FundVantage Trust - Gotham Defensive Long Fund Institutional Class 12
Harbour Capital Advisors, LLC 12
Integrated Investment Consultants, LLC 12
Adams Diversified Equity Fund, Inc. 12
Banque Cantonale Vaudoise 12
Legacy Advisors, LLC 12
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 12
Vanguard Fiduciary Trust Co 12
DVFAX - Cohen & Steers Alternative Income Fund, Inc. - Cohen & Steers Alternative Income Fund, Inc. Class A 12
U.S. Capital Wealth Advisors, LLC 12
Standard Life Aberdeen plc 12
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 12
GENDX - FundVantage Trust - Gotham Enhanced Index Plus Fund Institutional Class 12
Syverson Strege & Co 12
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF 12
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service 12
Stone Ridge Asset Management LLC 12
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 12
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 12
Catalyst Funds Management Pty Ltd 12
Westfield Capital Management Co Lp 12
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 12
Kapitalo Investimentos Ltda 12
Cerebellum GP, LLC 12
DSHAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration High Income Fund Class A 12
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF 12
Aster Capital Management (DIFC) Ltd 12
Signet Financial Management, Llc 12
Cassaday & Co Wealth Management LLC 12
Maryland State Retirement & Pension System 12
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund 12
Kemnay Advisory Services Inc. 12
City National Bank 12
Bogle Investment Management L P /de/ 12
Savior LLC 12
SevenBridge Financial Group, LLC 12
Usaa Etf Trust 12
Castleview Partners, Llc 12
Crewe Advisors LLC 12
Covalis Capital Llp 12
Perella Weinberg Partners Capital Management LP 12
First City Capital Management, Inc. 12
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class 12
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund 12
Column Capital Advisors, LLC 12
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I 12
Securian Asset Management, Inc 12
Redwood Investment Management, Llc 12
Highline Wealth Partners Llc 12
Ballew Advisors, Inc 12
Glenmede Investment Management, LP 12
Pittenger & Anderson Inc 12
Dixon Hughes Goodman Wealth Advisors LLC 12
Integrated Advisors Network LLC 12
Total Clarity Wealth Management, Inc. 12
Diametric Capital, LP 12
VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares 12
WR Wealth Planners, LLC 12
Energy Opportunities Capital Management, LLC 12
Bank Of Hawaii 12
Alambic Investment Management, L.P. 12
Rockefeller Financial Services Inc 12
Manager Directed Portfolios - Pemberwick Fund Shares 12
Gf Fund Management Co. Ltd. 12
Anchor Investment Management, LLC 12
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A 12
IHCSX - Voya Separate Portfolios Trust - Voya Emerging Markets Hard Currency Debt Fund Class P 12
Forward Management, LLC 12
Fdp Series, Inc. 12
Global Wealth Management Investment Advisory, Inc. 12
KHYAX - DEUTSCHE DWS INCOME TRUST - DWS High Income Fund Class A 12
Camarda Financial Advisors, LLC 12
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A 12
Guggenheim Variable Funds Trust - SERIES D (WORLD EQUITY INCOME SERIES) A 12
Western Asset Intermediate Muni Fund Inc. 12
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class 12
Kms Financial Services, Inc 12
ATVPX - ALGER FUNDS - Alger 35 Fund Class P 12
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class 12
NHINX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman High Income Bond Fund Investor Class 12
First Midwest Bank Trust Division 12
Neo Ivy Capital Management 12
Freestone Grove Partners LP 12
FLDFX - Meeder Funds - BALANCED FUND Retail Class 12
Rosenberg Matthew Hamilton 12
ABTHX - AB MUNICIPAL INCOME FUND, INC. - AB High Income Municipal Portfolio Class A 12
Associated Banc-corp 12
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A 12
EAAMX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Multi-Asset Credit Fund Class A 12
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 12
AQGNX - AQR Funds - AQR Global Equity Fund Class N 12
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class 12
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 12
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A 12
Twin Peaks Wealth Advisors, LLC 12
Snow Capital Management Lp 12
Retirement Systems of Alabama 12
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class 12
PSYPX - Investment Managers Series Trust - Palmer Square Income Plus Fund 12
IBRAX - Voya INVESTORS TRUST - VY(R) BlackRock Inflation Protected Bond Portfolio Class ADV 12
TradeLink Global Equity LLC 12
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Global Equity Insights Portfolio Class I Shares 12
Beaird Harris Wealth Management, LLC 12
Bollard Group LLC 12
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 12
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund 12
DnB Asset Management AS 11
FLCLX - FIDELITY SECURITIES FUND - Fidelity Flex Large Cap Growth Fund 11
Scientech Research LLC 11
Altfest L J & Co Inc 11
Rothschild Asset Management Inc 11
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF 11
MWFEX - METROPOLITAN WEST FUNDS - Metropolitan West Flexible Income Fund Class I 11
Paragon Capital Management Ltd 11
TradeLink Capital LLC 11
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N 11
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 11
GSSFX - FundVantage Trust - Gotham Short Strategies Fund Institutional Class 11
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 11
Palisade Capital Management Llc/nj 11
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund 11
HighMark Wealth Management LLC 11
Family Management Corp 11
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11
Bank Of Nova Scotia Trust Co 11
Jacobi Capital Management LLC 11
Winton Diversified Opportunities Fund 11
Sagefield Capital LP 11
CSQAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Multialternative Strategy Fund Class A Shares 11
Whitener Capital Management, Inc. 11
SAINX - VIRTUS ASSET TRUST - Virtus Seix Corporate Bond Fund Class A 11
Rotella Capital Management, Inc. 11
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 11
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 11
Altus Wealth Group LLC 11
Sprott Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 11
Level Four Advisory Services, Llc 11
Kiker Wealth Management, LLC 11
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N 11
Hara Capital LLC 11
Capital Advisors Inc/ok 11
UniSuper Management Pty Ltd 11
MWHIX - Metropolitan West Funds - Metropolitan West High Yield Bond Fund Class I 11
DV Trading LLC 11
Jnl Series Trust - Jnl/ppm America High Yield Bond Fund (a) 11
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 11
Evolve Private Wealth, Llc 11
New Mexico Educational Retirement Board 11
Ahrens Investment Partners LLC 11
Ferris Capital, Llc 11
Crestline Management, LP 11
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class 11
BFOR - ALPS ETF Trust - Barron's 400 ETF 11
DiNuzzo Private Wealth, Inc. 11
Nachman Norwood & Parrott, Inc 11
Cahill Financial Advisors Inc 11
Institute for Wealth Management, LLC. 11
GHP Investment Advisors, Inc. 11
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 11
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Short Term Municipal Fund Class C 11
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund 11
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 11
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 11
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 11
MWCBX - METROPOLITAN WEST FUNDS - Metropolitan West Corporate Bond Fund Class I 11
ProVise Management Group, LLC 11
MRKYX - AB CAP FUND, INC. - AB All Market Income Portfolio Advisor Class 11
Barings Funds Trust - Barings U.S. High Yield Fund Class A Shares 11
Mountain Capital Investment Advisors, Inc 11
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 11
Livforsakringsbolaget Skandia, Omsesidigt 11
GHAAX - VanEck Funds - Global Hard Assets Fund Class A 11
MPNIX - BNY MELLON FUNDS TRUST - BNY Mellon National Intermediate Municipal Bond Fund Class M Shares 11
Kennedy Capital Management, Inc. 11
Prudential Short Duration High Yield Fund, Inc. 11
QHY - WisdomTree Trust - WisdomTree U.S. High Yield Corporate Bond Fund N/A 11
Integrated Wealth Management 11
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 11
Atticus Wealth Management, Llc 11
Eaton Vance California Municipal Income Trust 11
Hemington Wealth Management 11
Ellis Investment Partners, LLC 11
Hodges Capital Management Inc. 11
MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I 11
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund 11
Windsor Capital Management, LLC 11
Banco Santander, S.A. 11
Discovery Capital Management, Llc / Ct 11
W.G. Shaheen & Associates DBA Whitney & Co 11
Baltimore-Washington Financial Advisors, Inc. 11
Orrstown Financial Services Inc 11
Lmcg Investments, Llc 11
Nfj Investment Group, Llc 11
Oxbow Advisors, LLC 11
Global Trust Asset Management, LLC 11
Capital Performance Advisors Llp 11
National Pension Service 11
Clarkston Capital Partners, LLC 11
Garton & Associates Financial Advisors LLC 11
Activest Wealth Management 11
Disciplined Investments, LLC 11
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 11
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 11
Van Hulzen Asset Management, LLC 11
KCTAX - DEUTSCHE DWS STATE TAX-FREE INCOME SERIES - DWS California Tax-Free Income Fund Class A 11
Stonehage Fleming Financial Services Holdings Ltd 11
Laffer Investments 11
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class 11
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas 11
Palisade Asset Management, LLC 11
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 11
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares 11
Nemes Rush Group LLC 11
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 11
WealthCollab, LLC 11
INNAX - North Square Investments Trust - NORTH SQUARE GLOBAL RESOURCES & INFRASTRUCTURE FUND CLASS A 11
Apollon Wealth Management, LLC 11
PHIYX - PIMCO FUNDS - PIMCO High Yield Fund Institutional 11
Handelsbanken Fonder AB 11
PBDIX - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. - T. Rowe Price U.S. Bond Enhanced Index Fund, Inc. 11
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 11
Ivy Variable Insurance Portfolios - Ivy VIP Natural Resources Class II 11
Gladstone Institutional Advisory LLC 11
DAACX - Adviser Managed Trust - Diversified Equity Fund 11
Nuveen Fund Advisors, LLC 11
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 11
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 11
DINAX - MORGAN STANLEY GLOBAL FIXED INCOME OPPORTUNITIES FUND - Global Fixed Income Opportunities Fund A 11
Albion Financial Group /ut 11
IGBH - iShares U.S. ETF Trust - iShares Interest Rate Hedged Long-Term Corporate Bond ETF 11
Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc. 11
Rakuten Securities, Inc. 11
Alethea Capital Management, Llc 11
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 11
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc. 11
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 11
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class 11
Delphia (USA) Inc. 11
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 11
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares 11
Triumph Capital Management 11
State Of Michigan Retirement System 11
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 11
Annapolis Financial Services, LLC 11
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF 11
HBK Sorce Advisory LLC 11
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A 11
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II 11
Interval Partners, LP 11
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A) 11
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares 11
Mariner Wealth Advisors-NYC, LLC 11
PYACX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Corporate Bond Fund (Investor Class) 11
Baader Bank INC 11
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 11
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF 11
Visionary Asset Management, Inc. 11
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A 11
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 11
Western Wealth Management, LLC 11
Partnervest Advisory Services LLC 11
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 11
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 11
Nbt Bank N A /ny 11
TUHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price U.S. High Yield Fund 11
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 11
Capital Investment Advisors, LLC 11
GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares 11
Corton Capital Inc. 11
Cantab Capital Partners LLP 11
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 11
Mercer Capital Advisers, Inc. 11
Eaton Vance Floating-rate Income Trust 11
Wood Tarver Financial Group, LLC 11
Acorn Wealth Advisors, LLC 11
Premia Global Advisors, Llc 11
Clough Global Equity Fund 11
NRGDX - INTEGRITY FUNDS - Integrity Energized Dividend Fund , Class A 11
JPL Wealth Management, LLC 11
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF 11
IYE - iSHARES TRUST - iShares U.S. Energy ETF 11
Horizon Kinetics Asset Management Llc 11
Dividend Asset Capital, Llc 11
GSHIX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Fund Institutional 11
Fortis Capital Advisors, LLC 11
Munder Series Trust 11
Pacifica Partners Inc. 11
AGND - WisdomTree Trust - WisdomTree Negative Duration U.S. Aggregate Bond Fund N/A 11
Mitsubishi UFJ Securities Holdings Co., Ltd. 11
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 11
Vollero Beach Capital Partners LLC 11
Gryphon Financial Partners LLC 11
LAIEX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Opportunities Fund Class A 11
Tlp Group Llc 11
JMBAX - John Hancock Funds II - Short Duration Credit Opportunities Fund Class A 11
Bowling Portfolio Management LLC 11
Greenwood Capital Associates Llc 11
Beck Capital Management, Llc 11
LNFIX - Legg Mason Global Asset Management Trust - QS Global Market Neutral Fund Class A 11
Quest Partners LLC 11
Elyxium Wealth, LLC 11
Envestnet Portfolio Solutions, Inc. 11
MAINSTAY VP FUNDS TRUST - MainStay VP Indexed Bond Portfolio Initial Class 11
BSNIX - BAIRD FUNDS INC - Baird Strategic Municipal Bond Fund Institutional 11
Emerald Investment Partners, Llc 11
Householder Group Estate & Retirement Specialist, LLC 11
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class 11
Keel Point, LLC 11
MCF Advisors LLC 11
Quinn Opportunity Partners LLC 11
Virtue Capital Management, LLC 11
ICONIQ Capital, LLC 11
Trust Investment Advisors 11
New York Life Investment Management Llc 11
Inspire Advisors, LLC 11
RMHYX - RUSSELL INVESTMENT CO - Multifactor Bond Fund Class Y 11
John Hancock Investors Trust 11
Private Wealth Management Group, LLC 11
SGHAX - DEUTSCHE DWS INCOME TRUST - DWS Global High Income Fund Class A 11
Ikos Cif Ltd 11
IPYSX - Voya INVESTORS TRUST - Voya High Yield Portfolio Class S2 11
Securian Funds Trust - SFT Core Bond Fund Class 1 11
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 11
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund 11
IHY - VanEck Vectors ETF Trust - VanEck Vectors International High Yield Bond ETF 11
Sun Life Financial Inc 11
Antonetti Capital Management LLC 11
Eaton Vance Senior Floating Rate Trust 11
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF 11
Caas Capital Management Lp 11
Mfs High Yield Municipal Trust 11
Vestmark Advisory Solutions, Inc. 11
Arlington Partners LLC 11
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 11
Kovitz Investment Group Partners, LLC 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Equity Income VCT Portfolio : Class I 11
Lombard Odier Asset Management (Europe) Ltd 11
Price Wealth Management, Inc. 11
One Capital Management, LLC 11
CTC Alternative Strategies, Ltd. 11
ACG Wealth 11
GFS Advisors, LLC 11
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund 11
Jump Trading, LLC 11
Allstate Corp 11
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A 11
Symmetry Investments LP 11
Impact Partnership Wealth, LLC 11
Tarbox Family Office, Inc. 11
Pineridge Advisors LLC 11
Sentry Investment Management Llc 11
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF 11
Comerica Securities,inc. 11
Kb Financial Partners, Llc 11
GW&K Investment Management, LLC 11
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A 11
Natixis Investment Managers International 11
Strategic Blueprint, LLC 11
Rsm Us Wealth Management Llc 11
Cnh Partners Llc 11
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 11
Homrich & Berg 11
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 11
Byrne Asset Management LLC 11
Gateway Investment Advisers Llc 11
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund 11
Abound Wealth Management 11
Great Valley Advisor Group, Inc. 11
Cobalt Capital Management, Inc. 11
MTLFX - MFS SERIES TRUST IX - MFS Municipal Limited Maturity Fund A 11
MFBFX - MFS SERIES TRUST IX - MFS Corporate Bond Fund A 11
Royal Fund Management, LLC 11
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 11
VanEck VIP Trust - VanEck VIP Unconstrained Emerging Markets Bond Fund Initial Class 11
Colonial Trust Advisors 11
Laird Norton Trust Company, Llc 11
FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF 11
Point72 (DIFC) Ltd 11
Blackstone / Gso Floating Rate Enhanced Income Fund 11
Voya Global Equity Dividend & Premium Opportunity Fund 11
McAdams Wright Ragen, Inc. 11
Jarislowsky, Fraser Ltd 11
Capital Growth Management Lp 11
Sanders Morris Harris Llc 11
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class 11
JBSSX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2025 Fund Class I 11
CenterBook Partners LP 11
Atlantic Union Bankshares Corp 11
AGERX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles Global Equity Fund Class R6 11
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 11
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 11
Wasatch Advisors Inc 11
Wesbanco Bank Inc 11
Rathbone Brothers plc 11
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund 11
Royal London Asset Management Ltd 11
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S 11
Sierra Ocean, Llc 11
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A 11
Recurrent Investment Advisors LLC 11
Readystate Asset Management Lp 11
TFEQX - TEMPLETON INSTITUTIONAL FUNDS - International Equity Series Primary Shares 11
Dynamic Advisor Solutions LLC 11
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 11
Farmers & Merchants Trust Co of Chambersburg PA 11
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares 11
V Wealth Advisors LLC 11
IBM Retirement Fund 11
D'Orazio & Associates, Inc. 11
Blackhawk Capital Partners LLC. 11
Buckingham Strategic Partners 11
DC Investments Management, LLC 11
Kayne Anderson Capital Advisors Lp 11
Opal Wealth Advisors, LLC 11
Kore Private Wealth LLC 11
Alpha DNA Investment Management LLC 11
Ford Financial Group, LLC 11
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 11
Alpha Paradigm Partners, LLC 11
EVFTX - World Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund R4 Class Shares 11
Jackson Hole Capital Partners, LLC 11
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A 11
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Bond VCT Portfolio : Class II 11
RPHYX - RIVERPARK FUNDS TRUST - RiverPark Short Term High Yield Fund Retail Class 11
Confluence Investment Management Llc 11
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 11
Thomasville National Bank 11
IIGV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Value ETF 11
Engrave Wealth Partners LLC 11
M&g Investment Management Ltd 11
Baker Avenue Asset Management, LP 11
Tahithromos, L.L.C. 11
Tiverton Asset Management Llc 11
Moisand Fitzgerald Tamayo, LLC 11
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 11
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 11
Park Square Financial Group, LLC 11
USS Investment Management Ltd 11
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A 11
ESHY - DBX ETF TRUST - Xtrackers High Yield Corporate Bond - Interest Rate Hedged ETF 11
Security National Trust Co 11
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 11
SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I 11
KAMES CAPITAL plc 11
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 11
Dogwood Wealth Management LLC 11
Knights of Columbus Asset Advisors LLC 11
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 11
JPSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2035 Fund Class I 11
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares 11
LKBAX - LKCM Funds - LKCM Balanced Fund 11
Liberty Wealth Management Llc 11
Mn Services Vermogensbeheer B.V. 11
Horan Securities, Inc. 11
Chilton Capital Management Llc 11
Financial Consulate, Inc 11
Ronald Blue & Co Llc 11
Garde Capital, Inc. 11
Girard Partners Ltd. 11
Old Second National Bank Of Aurora 11
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 11
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares 11
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 11
JSSRX - JPMorgan Trust I - JPMorgan SmartRetirement* Blend 2020 Fund Class I 11
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 11
Andra AP-fonden 11
Stoneridge Investment Partners Llc 11
Vantage Consulting Group Inc 11
3G Capital Partners LP 11
Oakbrook Investments Llc 11
Armstrong Advisory Group, Inc 11
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 11
Ameriflex Group, Inc. 11
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A 11
Syntal Capital Partners, LLC 11
Shepherd Kaplan Krochuk, Llc 11
PFG Investments, LLC 11
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 11
Rockbridge Investment Management, LCC 11
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 11
SPX Equities Gestao de Recursos Ltda 11
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares 11
Insigneo Advisory Services, Llc 11
Columbia Partners L L C Investment Management 11
NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Portfolio Class 1 Shares 11
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund 11
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
Achmea Investment Management B.V. 11
ADVANCED SERIES TRUST - AST Western Asset Corporate Bond Portfolio 11
Williams Jones Wealth Management, LLC. 11
Scout Investments, Inc. 11
MALLX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - All America Fund Class 11
M&r Capital Management Inc 11
Blackstone Group Inc 11
GoalVest Advisory LLC 11
USHYX - USAA MUTUAL FUNDS TRUST - High Income Fund Shares 11
DIVA - AGF Investments Trust - AGFiQ Hedged Dividend Income Fund 11
Putnam Master Intermediate Income Trust 11
Bridges Investment Management Inc 11
Denver Investment Advisors Llc 11
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF 11
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N 11
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund 11
TCG Advisory Services, LLC 11
Simon Quick Advisors, Llc 11
FLHY - Franklin Templeton ETF Trust - Franklin Liberty High Yield Corporate ETF 11
Princeton Global Asset Management LLC 11
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A 11
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 11
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N 11
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF 11
Menora Mivtachim Holdings Ltd. 11
Dfa Investment Trust Co - The Tax-managed U.s. Marketwide Value Series 11
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 11
SummitTX Capital, L.P. 11
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N 11
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF 11
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N 11
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 11
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N 11
First Bank & Trust 11
HSBC FUNDS - HSBC Strategic Income Fund Class A 11
Kepos Capital LP 11
Miracle Mile Advisors, LLC 11
Heck Capital Advisors, LLC 11
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund 11
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N 11
Triad Wealth Partners, LLC 11
Jnl Variable Fund Llc - Jnl/mellon Energy Sector Fund (a) 11
Cromwell Holdings LLC 11
Clarius Group, LLC 11
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Global High Yield Fund Class R5 11
GHYMX - GLENMEDE FUND INC - High Yield Municipal Portfolio 11
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares 11
Waddell & Reed Advisors Funds 11
Childress Capital Advisors, Llc 11
PRW Wealth Management LLC 11
Northpointe Capital Llc 11
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 11
DBLEX - DoubleLine Funds Trust - DoubleLine Emerging Markets Fixed Income Fund Class I 11
FBLYX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Equity Income Fund Class A 11
Counsel Portfolio Services Inc. 11
Baker Ellis Asset Management LLC 11
TVVAX - Transparent Value Trust - Guggenheim RBP Large-Cap Value Fund Class A 11
Symmetry Partners, LLC 11
Segall Bryant & Hamill, Llc 11
Susquehanna Portfolio Strategies, LLC 11
VFIIX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard GNMA Fund Investor Shares 11
Mediolanum International Funds Ltd 11
PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PRUDENTIAL DAY ONE INCOME FUND Class R1 11
Trustmark National Bank Trust Department 11
Bourgeon Capital Management Llc 11
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund 11
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 11
Oppenheimer Quest For Value Funds 11
Cushing Energy Income Fund 11
Simmons Bank 11
BCD - Aberdeen Standard Investments ETFs - Aberdeen Standard Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF 11
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF 11
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 11
Castle Hook Partners LP 11
IPG Investment Advisors LLC 11
Cavalier Investments, LLC 11
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1 11
FDFFX - FIDELITY FINANCIAL TRUST - Fidelity Independence Fund 10
Citizens Business Bank 10
Schechter Investment Advisors, LLC 10
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund 10
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF 10
Thomist Capital Management, LP 10
VPVHYDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO High Yield Portfolio Administrative 10
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a) 10
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares 10
Jnl Series Trust - Jnl/crescent High Income Fund (a) 10
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF 10
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares 10
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 10
NHYMX - Northern Funds - Northern High Yield Municipal Fund 10
NSRIX - Northern Funds - Northern Global Sustainability Index Fund 10
True North Advisors, LLC 10
RYSRX - RYDEX SERIES FUNDS - Guggenheim Long Short Equity Fund Class P 10
MML Series Investment Fund II - MML Equity Fund Initial Class 10
Scarborough Advisors, LLC 10
MML Series Investment Fund II - MML Managed Bond Fund Initial Class 10
SAOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Alpha Opportunity Fund A 10
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 10
Operose Advisors LLC 10
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund 10
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class 10
KPLCX - KP Funds - KP LARGE CAP EQUITY FUND INSTITUTIONAL SHARES 10
Roberts Glore & Co Inc /il/ 10
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund 10
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6 10
Wealth Alliance 10
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF 10
Lloyd Advisory Services, LLC. 10
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class 10
HIYYX - AB BOND FUND, INC. - AB FlexFee High Yield Portfolio Advisor Class 10
Fortitude Advisory Group L.L.C. 10
HB Wealth Management, LLC 10
Beacon Capital Management, LLC 10
Concentric Capital Strategies, LP 10
Northern Capital Management Llc 10
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock Short-Term Municipal Fund Investor A1 10
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I 10
Amalgamated Financial Corp. 10
Guggenheim Variable Funds Trust - SERIES Z (ALPHA OPPORTUNITY SERIES) A 10
Worth Asset Management, LLC 10
FSMMX - FS Series Trust - FS Multi-Strategy Alternatives Fund Class A 10
Raleigh Capital Management Inc. 10
RASAX - Brookfield Investment Funds - Brookfield Real Assets Securities Fund Class A 10
EMTL - SSGA Active Trust - SPDR DoubleLine Emerging Markets Fixed Income ETF 10
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 10
Tyler-Stone Wealth Management 10
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF 10
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I 10
Rise Advisors, LLC 10
Anfield Capital Management, LLC 10
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 10
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N 10
RYDEX VARIABLE TRUST - Guggenheim Long Short Equity Fund Variable Annuity 10
Genesee Valley Trust Co 10
Northern Oak Wealth Management Inc 10
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 10
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Short Duration High Yield Municipal Fund Class A 10
VKLMX - Aim Tax-exempt Funds (invesco Tax-exempt Funds) - Invesco Intermediate Term Municipal Income Fund Class A 10
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund 10
Sugarloaf Wealth Management, LLC 10
ORNCX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester High Yield Municipal Fund Class C 10
Islay Capital Management, Llc 10
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares 10
Geneva Advisors, LLC 10
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF 10
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares 10
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 10
Sawgrass Asset Management Llc 10
Illinois Municipal Retirement Fund 10
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N 10
PIMCO Flexible Municipal Income Fund 10
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A 10
Banque Pictet & Cie Sa 10
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund 10
LBA Wealth Management, LLC 10
Cedar Wealth Management, LLC 10
Fiduciary Trust Co 10
EAEMX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Emerging Markets Fund Investor Class 10
Marex Group plc 10
Pinnacle Financial Partners Inc 10
FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund 10
Financial Enhancement Group LLC 10
Cypress Capital Group 10
Perkins Investment Management, LLC 10
Investors Capital Advisory Services 10
Gerstein Fisher 10
Ascend Capital, Llc 10
Saturna Capital CORP 10
RMB Capital Management, LLC 10
Advisors Capital Management, LLC 10
Taconic Capital Advisors LP 10
Choate Investment Advisors 10
Trellus Management Company, LLC 10
Welch & Forbes Llc 10
Cookson Peirce & Co Inc 10
Credential Qtrade Securities Inc. 10
Edmond De Rothschild (suisse) S.a. 10
Gluskin Sheff & Assoc Inc 10
AdvisorShares Investments LLC 10
Barrett Asset Management, LLC 10
Reliance Trust Co Of Delaware 10
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 10
PQBMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA US Broad Market Index Fund Class R6 10
Equitec Proprietary Markets, Llc 10
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund 10
Stevens First Principles Investment Advisors 10
RBB FUND, INC. - Aquarius International Fund 10
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF 10
Gilman Hill Asset Management, LLC 10
eCIO, Inc. 10
Clear Investment Research, Llc 10
Pointe Capital Management LLC 10
BRC Investment Management LLC 10
BTC Capital Management, Inc. 10
1st Source Bank 10
Sii Investments Inc/wi 10
WPG Advisers, LLC 10
Central Bank & Trust Co 10
Wealth Preservation Advisors, LLC 10
Lourd Capital, LLC 10
Bp Plc 10
Trust Co Of Toledo Na /oh/ 10
Zions Bancorporation, National Association /ut/ 10
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 10
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 10
Small Cap Value Fund, Inc. 10
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF 10
Tiedemann Advisors, Llc 10
Shine Investment Advisory Services Inc 10
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF 10
MU Investments Co., Ltd. 10
Monroe Bank & Trust/mi 10
Woodley Farra Manion Portfolio Management Inc 10
Blackthorn Investment Group Llc 10
Fortress Investment Group LLC 10
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund 10
Tortoise Investment Management, LLC 10
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF 10
CHURCHILL MANAGEMENT Corp 10
Sumitomo Mitsui DS Asset Management Company, Ltd 10
Wellington Shields Capital Management, LLC 10
Wellington Shields & Co., LLC 10
Corbenic Partners LLC 10
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF 10
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 10
Capital Management Associates /ny/ 10
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income 10
Gw Henssler & Associates Ltd 10
Delta Lloyd Nv 10
Country Club Trust Company, n.a. 10
Mascagni Wealth Management, Inc. 10
Duncker Streett & Co Inc 10
Charter Trust Co 10
Deroy & Devereaux Private Investment Counsel Inc 10
Lucas Capital Management 10
TD Capital Management LLC 10
Universal- Beteiligungs- und Servicegesellschaft mbH 10
Emory University 10
Brighton Jones Llc 10
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I 10
MidFirst Bank 10
THMBX - THRIVENT MUTUAL FUNDS - Thrivent High Income Municipal Bond Fund Class S 10
Glg Llc 10
Bank Julius Baer & Co. Ltd, Zurich 10
Bienville Capital Management, LLC 10
Conning Inc. 10
SignalPoint Asset Management, LLC 10
Bks Advisors, Llc 10
Hussman Strategic Advisors, Inc. 10
Bray Capital Advisors 10
Ogorek Anthony Joseph /ny/ /adv 10
Corigliano Investment Advisers, LLC 10
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF 10
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund 10
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 10
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund 10
1st Global Advisors, Inc. 10
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund 10
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A 10
Foundation Resource Management Inc 10
IMS Capital Management 10
Smith Affiliated Capital Corp. 10
Cary Street Partners Financial Llc 10
St. Johns Investment Management Company, LLC 10
Webster Bank, N. A. 10
Perkins Coie Trust Co 10
Pure Financial Advisors, Inc. 10
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares 10
Indiana Trust & Investment Management CO 10
CHICAGO TRUST Co NA 10
Livingston Group Asset Management CO (operating as Southport Capital Management) 10
West Oak Capital, LLC 10
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares 10
River Road Asset Management, LLC 10
CT Financial Advisors LLC 10
Park National Corp /oh/ 10
Voya Financial Advisors, Inc. 10
Bruderman Asset Management, LLC 10
HighTower Trust Services, LTA 10
PJRAX - PRUDENTIAL WORLD FUND, INC. - PGIM QMA INTERNATIONAL EQUITY FUND Class A 10
SHYD - VanEck Vectors ETF Trust - VanEck Vectors Short High-Yield Municipal Index ETF 10
TLGUX - MORGAN STANLEY PATHWAY FUNDS - Large Cap Equity Fund 10
tru Independence LLC 10
Origin Asset Management LLP 10
Norinchukin Bank, The 10
Wharton Business Group, LLC 10
TFC Financial Management 10
Ten Capital Wealth Advisors, LLC 10
TNHAX - 1290 Funds - 1290 High Yield Bond Fund Class A 10
Gladius Capital Management LP 10
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A 10
Montag A & Associates Inc 10
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A 10
CCBPX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Core Bond Fund Share class 10
J.P. Turner & Co Capital Mnagement, LLC 10
Paces Ferry Wealth Advisors, Llc 10
Orinda Asset Management LLC 10
JEITX - JPMorgan Trust I - JPMorgan Global Research Enhanced Index Fund Class I 10
Amica Retiree Medical Trust 10
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class 10
Cambiar Investors Llc 10
QUANTRES ASSET MANAGEMENT Ltd 10
Mitchell Mcleod Pugh & Williams Inc 10
Trust Co 10
Cornerstone Investment Partners, LLC 10
WAARX - WESTERN ASSET FUNDS INC - Western Asset Total Return Unconstrained Fund Class I 10
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 10
Echo Street Capital Management LLC 10
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class 10
Sterne Agee Group, Inc. 10
Richard Bernstein Advisors LLC 10
Mraz, Amerine & Associates, Inc. 10
Tuttle Tactical Management LLC 10
Affinity Investment Advisors, Llc 10
Blume Capital Management, Inc. 10
Psagot Investment House Ltd. 10
Crescent Capital Consulting, LLC 10
Dynamic Technology Lab Pte Ltd 10
Whipplewood Advisors, LLC 10
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A 10
Adirondack Trust Co 10
Meitav Dash Investments Ltd 10
WESPAC Advisors SoCal, LLC 10
Accel Wealth Management 10
Kalos Management, Inc. 10
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 10
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 10
Bank Of The West 10
Mint Tower Capital Management B.V. 10
Bristlecone Advisors, LLC 10
Li Winifred I 10
DFMVX - Dimensional Investment Group Inc - Tax-managed U.s. Marketwide Value Portfolio Ii 10
Wrapmanager Inc 10
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF 10
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF 10
Howard Hughes Medical Institute 10
Verity Asset Management, Inc. 10
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 10
RFCI - ALPS ETF Trust - RiverFront Dynamic Core Income ETF 10
Dana Investment Advisors, Inc. 10
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 10
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A 10
Fort, L.p. 10
Henshaw Capital LLC 10
TCTC Holdings, LLC 10
Aaron Wealth Advisors LLC 10
Standard Life Investments LTD 10
Golden State Equity Partners 10
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 10
ORG Wealth Partners, LLC 10
Bell Bank 10
Euclid Advisors LLC 10
PPNAX - PUTNAM TAX FREE INCOME TRUST - Putnam AMT-Free Municipal Fund Class C Shares 10
ARS Investment Partners, LLC 10
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF 10
Cornerstone Financial Management LLC 10
Cleararc Capital Inc 10
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares 10
Spears Abacus Advisors LLC 10
BP Capital Fund Advisors, LLC 10
Cornerstone Financial Partners, LLC 10
Decade Capital Management Llc 10
Green Arrow Capital Management Llc 10
Ashton Thomas Securities, Llc 10
Blue Arrow Capital Management Llc 10
TPHAX - TIMOTHY PLAN - Timothy Plan High Yield Bond Fund Class A 10
Tdam Usa Inc. 10
Caldwell Securities, Inc 10
ALHYX - AB BOND FUND, INC. - AB Limited Duration High Income Portfolio Advisor Class 10
LHYAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett High Yield Fund Class A 10
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I 10
Synergy Financial Management, LLC 10
Vontobel Holding Ltd. 10
NuWave Investment Management, LLC 10
Brown, Lisle/cummings, Inc. 10
Delphi Private Advisors LLC 10
Wintrust Investments Llc 10
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 10
Aberdeen Asset Management Plc/uk 10
Well Done, LLC 10
Corebridge Financial, Inc. 10
First Command Bank 10
First Command Financial Services, Inc. 10
CoreFirst Bank & Trust 10
Gen-Wealth Partners Inc 10
McAdam, LLC 10
First Capital Advisors Group, LLC. 10
Polianta Ltd 10
Mason Street Advisors, Llc 10
LRI Investments, LLC 10
J. W. Coons Advisors, LLC 10
NAMFX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Intermediate Bond Fund Class A 10
Moloney Securities Asset Management, LLC 10
PGHCX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet High Yield Fund Class C 10
Hilltop National Bank 10
Intrinsic Edge Capital Management LLC 10
MWIIX - Metropolitan West Funds - Metropolitan West Intermediate Bond Fund Class I 10
Fortis Advisors, LLC 10
WESPAC Advisors, LLC 10
IFM Investors Pty Ltd 10
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I 10
GSB Wealth Management, LLC 10
Omnia Family Wealth, LLC 10
Doyle Wealth Management 10
Keeley-Teton Advisors, LLC 10
FSA Wealth Management LLC 10
Atlantic Trust, LLC 10
Phoenix Holdings Ltd. 10
GHPLX - FundVantage Trust - Gotham Hedged Plus Fund Institutional Class 10
American Capital Advisory, LLC 10
XR Securities LLC 10
Unison Advisors LLC 10
SOA Wealth Advisors, LLC. 10
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF 10
Copeland Capital Management, LLC 10
IMSAX - 360 Funds - IMS Dividend Growth Fund Institutional Class Shares 10
Invesco Municipal Opportunity Trust 10
Nuveen California Municipal Value Fund Inc 10
Impala Asset Management LLC 10
PRTAX - T. Rowe Price Tax-Free Income Fund, Inc. - T. Rowe Price Tax-Free Income Fund, Inc. 10
SBDAX - SEI TAX EXEMPT TRUST - STET CALIFORNIA MUNICIPAL BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 10
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares 10
BLUEX - AMG Funds I - AMG Managers Brandywine Blue Fund Class I 10
Richardson Financial Services Inc. 10
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A 10
PAJAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Global Dynamic Bond Fund Class A 10
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares 10
FIHBX - FEDERATED INSTITUTIONAL TRUST - Federated Institutional High Yield Bond Fund Institutional Shares 10
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares 10
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A 10
Owl Creek Wealth Partners LLC 10
Voisard Asset Management Group, Inc. 10
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A 10
ICHKX - GUINNESS ATKINSON FUNDS - Guinness Atkinson China & Hong Kong Fund 10
SKIRX - DEUTSCHE DWS SECURITIES TRUST - DWS Enhanced Commodity Strategy Fund Institutional Class 10
Planning Capital Management Corp 10
DEBTX - SCM Trust - SHELTON TACTICAL CREDIT FUND Investor Class 10
ATPAX - AQUILA FUNDS TRUST - AQUILA THREE PEAKS HIGH INCOME FUND Aquila Three Peaks High Income Fund Class A 10
APBAX - Cavanal Hill Funds - Active Core Fund Investor 10
Nuveen High Income November 2021 Target Term Fund 10
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MetWest Total Return Bond Fund 10
Gabelli Dividend & Income Trust 10
NewEdge Wealth, LLC 10
Eudaimonia Partners, LLC 10
AGIAX - AB PORTFOLIOS - AB Tax-Managed All Market Income Portfolio Class A 10
West Family Investments, Inc. 10
Innovative Asset Advisors Group, LLC 10
Barings Funds Trust - Barings Global Credit Income Opportunities Fund Class A Shares 10
McMillan Office, Inc. 10
PUTNAM VARIABLE TRUST - Putnam VT High Yield Fund Class IA Shares 10
Frazier Financial Advisors, LLC 10
Sachetta, LLC 10
Alpine Woods Capital Investors, Llc 10
VGSBX - Voya VARIABLE INSURANCE TRUST - VY(R) Goldman Sachs Bond Portfolio 10
Atlantic Edge Private Wealth Management, LLC 10
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 10
IBOAX - IVY FUNDS - Ivy Securian Core Bond Fund Class A 10
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 10
Blackrock 2022 Global Income Opportunity Trust 10
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 10
IEYAX - IVY FUNDS - Ivy Energy Fund Class A 10
MNREX - MANNING & NAPIER FUND, INC. - Real Estate Series Class S 10
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - U.S. Equity Index PutWrite Strategy Portfolio Class S 10
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 10
Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 10
PXE - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Energy Exploration & Production ETF 10
HCIVX - HC CAPITAL TRUST - The Institutional Value Equity Portfolio HC Strategic Shares 10
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares 10
Sapient Capital Llc 10
Tortoise Energy Independence Fund, Inc. 10
Cramer Rosenthal Mcglynn Llc 10
Oppenheimer Global Multi Strategies Fund 10
JHFIX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Income Fund Class A 10
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A 10
Trust & Fiduciary Management Services Inc 10
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock 10
SRMAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Short-Term Municipal Bond Fund Class A 10
RESP - WisdomTree Trust - WisdomTree U.S. Total Market Fund N/A 10
Western Asset/claymore Inflation-linked Opportunities & Income Fund 10
Mfs High Income Municipal Trust 10
BKM Wealth Management, LLC 10
Valued Wealth Advisors LLC 10
BLACKROCK CALIFORNIA MUNICIPAL SERIES TRUST - BlackRock California Municipal Opportunities Fund Investor A1 10
Jupiter Asset Management Ltd 10
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A 10
Anson Funds Management LP 10
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I 10
Global Macro Portfolio - Global Macro Portfolio 10
First Trust High Income Long/short Fund 10
FLMI - Franklin Templeton ETF Trust - Franklin Liberty Intermediate Municipal Opportunities ETF 10
PFS Partners, LLC 10
RALS - PROSHARES TRUST - ProShares RAFI Long/Short 10
Regent Peak Wealth Advisors LLC 10
PJEAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM US Real Estate Fund Class A 10
FLCB - Franklin Templeton ETF Trust - Franklin Liberty U.S. Core Bond ETF 10
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF 10
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10
MIAAX - MFS SERIES TRUST IX - MFS Inflation-Adjusted Bond Fund A 10
Mfs Municipal Income Trust 10
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares 10
PSR - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Active U.S. Real Estate ETF 10
TAHYX - PIONEER HIGH YIELD FUND - Pioneer High Yield Fund : Class A 10
WKLY - Tidal ETF Trust - SoFi Weekly Dividend ETF 10
American Independence Funds Trust 10
Sutton Wealth Advisors Inc. 10
JTC Employer Solutions Trusteee Ltd 10
Chesapeake Asset Management Llc 10
Bmc Fund Inc 10
Miller/howard High Income Equity Fund 10
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A 10
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 10
Oppenheimer International Bond Fund 10
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF 10
FSIFX - FIRST INVESTORS INCOME FUNDS - First Investors Strategic Income Fund Class A 10
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 10
Delaware Investments National Municipal Income Fund 10
Amica Mutual Insurance Co 10
Strategic Financial Concepts, LLC 10
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 10
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 10
Portside Wealth Group, LLC 10
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I 10
CSCVX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Small-Cap Value Fund Investor Shares 10
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 10
Kingswood Wealth Advisors, Llc 10
Cherry Tree Wealth Management, LLC 10
PCTIX - PIMCO FUNDS - PIMCO California Municipal Bond Fund Institutional Class 10
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund 10
Taylor Hoffman Wealth Management 10
Santori & Peters, Inc. 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 10
Parisi Gray Wealth Management 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 10
SCP Investment, LP 10
Athanor Capital, Lp 10
Herold Advisors, Inc. 10
SWS Partners 10
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class 10
Cypress Asset Management Inc/tx 10
Brasada Capital Management, Lp 10
Solstein Capital, LLC 10
Smith Group Asset Management, LLC 10
Frank, Rimerman Advisors LLC 10
CNB Bank 10
Parsons Capital Management Inc/ri 10
Aprio Wealth Management, LLC 10
Rossmore Private Capital 10
Burleson & Company, LLC 10
Avalon Trust Co 10
Courier Capital Llc 10
TAGG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price QM U.S. Bond ETF 10
West Branch Capital LLC 10
Claybrook Capital, LLC 10
Ceredex Value Advisors LLC 10
Arkfeld Wealth Strategies, L.L.C. 10
EPG Wealth Management LLC 10
Minichmacgregor Wealth Management, Llc 10
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P 10
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 10
Worldquant Millennium Advisors Llc 10
Daiwa Capital Markets America Inc. 10
Steigerwald, Gordon & Koch Inc. 10
Equitable Holdings, Inc. 10
IEO - iSHARES TRUST - iShares U.S. Oil & Gas Exploration & Production ETF 10
Kavar Capital Partners, LLC 10
Wakefield Asset Management LLLP 10
Resources Management Corp /ct/ /adv 10
Flow Traders U.s. Llc 10
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C 10
AHYB - AMERICAN CENTURY ETF TRUST - American Century Select High Yield ETF 10
Personal Wealth Partners 10
Summit Financial, LLC 10
Laurel Wealth Advisors LLC 10
Alphacrest Capital Management Llc 10
Riverview Trust Co 10
Coppell Advisory Solutions Corp. 10
Keating Financial Advisory Services, Inc. 10
XMX - WisdomTree Trust - WisdomTree Global ex-Mexico Equity Fund N/A 10
Point72 Middle East FZE 10
Amerivest Investment Management LLC 10
Salomon & Ludwin, LLC 10
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 10
Wayfinding Financial, LLC 10
Pensionmark Financial Group, Llc 10
VisionPoint Advisory Group, LLC 10
Wealthfront Advisers Llc 10
Wealthbridge Capital Management, Llc 10
Sherbrooke Park Advisers Llc 10
Cypress Capital, LLC 10
Kathmere Capital Management, LLC 10
DBLLX - DoubleLine Funds Trust - DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I 10
WELLS FARGO MASTER TRUST - Wells Fargo High Yield Corporate Bond Portfolio 10
Quilter Plc 10
Treasurer of the State of North Carolina 10
UITB - Victory Portfolios II - VictoryShares USAA Core Intermediate-Term Bond ETF 10
Bremer Bank National Association 10
Garda Capital Partners Lp 10
Arden Trust Co 10
Glg Inc. 10
Teamwork Financial Advisors, LLC 10
Leap Investments Lp 10
SYSTM Wealth Solutions LLC 10
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio 10
Qsemble Capital Management, LP 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I 10
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I 10
Bleakley Financial Group, LLC 10
FourThought Financial Partners, LLC 10
Stonehage Fleming (uk) Ltd 10
Congress Wealth Management LLC / DE / 10
Harbor Capital Advisors, Inc. 10
Redwood Wealth Management Group, LLC 10
Icon Wealth Advisors, LLC 10
SBSTX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Short-Term Bond Fund Class A 10
Fidelis Capital Partners, LLC 10
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A 10
Global Wealth Strategies & Associates 10
Fractal Investments LLC 10
Cassady Schiller Wealth Management, LLC 10
ABIMX - AB CORPORATE SHARES - AB Impact Municipal Income Shares 10
Hanson & Doremus Investment Management 10
Kingsview Wealth Management, LLC 10
OSTIX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Income Fund Investor Class 10
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF 9
Jacobus Wealth Management, Inc. 9
Tredje AP-fonden 9
Price Capital Management, Inc. 9
New Wave Wealth Advisors Llc 9
Schafer Cullen Capital Management Inc 9
First Foundation Advisors 9
Dockside LLC 9
MFXAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Core Plus Fixed Income Portfolio Class A Shares 9
Savvy Advisors, Inc. 9
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class 9
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 9
Meiji Yasuda Life Insurance Co 9
Holistic Financial Partners 9
CPHYX - PRINCIPAL FUNDS INC - High Yield Fund Class A 9
AVGIX - American Century Variable Portfolios Inc - Vp Income & Growth Fund Class I 9
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 9
Wilmington Trust Co 9
Trilogy Capital Inc. 9
Manchester Financial Inc 9
BBT Capital Management, LLC 9
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 9
Sagespring Wealth Partners, Llc 9
McGowan Group Asset Management, Inc. 9
Mid Atlantic Financial Management Inc/adv 9
Palmer Square Opportunistic Income Fund 9
Invesco Quality Municipal Income Trust 9
Cherokee Insurance Co 9
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A 9
Northwest Financial Advisors 9
Evermay Wealth Management Llc 9
Midwest Trust Co 9
NLB Skladi, upravljanje premozenja, d.o.o. 9
Planned Solutions, Inc. 9
Adell Harriman & Carpenter Inc 9
NMTRX - Nuveen Managed Accounts Portfolios Trust - Municipal Total Return Managed Accounts Portfolio Common Shares 9
Logan Capital Management Inc 9
Kcm Investment Advisors Llc 9
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF 9
EA Series Trust 9
Alphadyne Asset Management, LLC 9
Aris Wealth Services, Inc. 9
Dorsey & Whitney Trust CO LLC 9
TAMBX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock Tax-Free Bond Fund Class A 9
QLMLSX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - QS Variable Moderate Growth Class I 9
SPILX - Symmetry Panoramic Trust - Symmetry Panoramic International Equity Fund Class I Shares 9
PLRIX - PIMCO FUNDS - PIMCO Long Duration Total Return Fund Institutional 9
SMASX - FINANCIAL INVESTORS TRUST - ALPS/Smith Short Duration Bond Fund Class A 9
Gyl Financial Synergies, Llc 9
VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF 9
DHJJ Financial Advisors, Ltd. 9
Human Investing LLC 9
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF 9
Mutual of America Variable Insurance Portfolios, Inc. - All America Portfolio Class 9
Beech Hill Advisors, Inc. 9
Phocas Financial Corp. 9
Groupama Asset Managment 9
Invesco Trust For Investment Grade Municipals 9
Grace Capital 9
Farringdon Capital, Ltd. 9
Himco Variable Insurance Trust 9
MLCSX - Mercer Funds - Mercer US Large Cap Equity Fund Class I 9
Sivia Capital Partners, LLC 9
Yellowstone Partners, LLC 9
Bahl & Gaynor Inc 9
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A 9
Blackrock Enhanced Equity Dividend Trust 9
MGLSX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class I 9
National Penn Investors Trust Co /pa 9
Greenwich Investment Management, Inc. 9
SECPX - SEI DAILY INCOME TRUST /MA/ - SDIT ULTRA SHORT DURATION BOND FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
SWHYX - SCHWAB INVESTMENTS - Schwab High Yield Municipal Bond Fund 9
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF 9
MorganRosel Wealth Management, LLC 9
Intentional Wealth Strategies, LLC 9
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF 9
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund 9
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C 9
American Financial Network Advisory Services Llc 9
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund 9
Mcdonald Partners Llc 9
DGS Capital Management, LLC 9
PIMCO FUNDS - PIMCO High Yield and Short-Term Investments Portfolio 9
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 9
West Michigan Advisors, Llc 9
PCIMX - PIMCO FUNDS - PIMCO California Intermediate Municipal Bond Fund Institutional 9
MBOAX - MADISON FUNDS - Madison Core Bond Fund Core Bond Fund Class A 9
Agf Management Ltd 9
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I 9
Hnp Capital Llc 9
COINX - MADISON FUNDS - Madison Corporate Bond Fund Corporate Bond Fund Class Y 9
MASTER ADVANTAGE U.S. TOTAL MARKET LLC - Master Advantage U.S. Total Market LLC 9
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 9
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 9
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 9
MUTUAL OF AMERICA INVESTMENT CORP - 2045 Retirement Fund Class 9
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A 9
Mizuho Asset Management Co.,Ltd. 9
TRPA - Hartford Funds Exchange-Traded Trust - Hartford Short Duration ETF 9
NorthRock Partners, LLC 9
Credential Securities Inc. 9
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 9
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class 9
Visionary Wealth Advisors 9
Stonegate Investment Group, LLC 9
IAPOX - IVY FUNDS - Ivy Apollo Strategic Income Fund Class A 9
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 9
Meeder Advisory Services, Inc. 9
America First Investment Advisors, LLC 9
Mesirow Financial Investment Management, Inc. 9
Daiwa SB Investments Ltd. 9
Bangor Savings Bank 9
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares 9
IYIAX - IVY FUNDS - Ivy Municipal High Income Fund Class A 9
Mill Creek Capital Advisors, LLC 9
Heartland Advisors Inc 9
PTEAX - PRINCIPAL FUNDS INC - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A 9
E. Ohman J:or Asset Management AB 9
Heritage Wealth Advisors 9
Harvest Investment Services, LLC 9
RMR Wealth Builders 9
Fma Advisory Inc 9
FSAMX - Fidelity Rutland Square Trust II - Strategic Advisers Emerging Markets Fund 9
Everence Capital Management Inc 9
USEQ - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Enhanced Equal Weight ETF 9
PYSBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Low Duration Fund (Investor Class) 9
Private Advisory Group LLC 9
Gilliland Jeter Wealth Management LLC 9
Union Bancaire Privee, UBP SA 9
Cadence Bank Na 9
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 9
UNAVX - USA MUTUALS - USA Mutuals Navigator Fund - Institutional Class 9
Dakota Wealth Management 9
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 9
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 9
Ossiam 9
Bay Harbor Wealth Management, LLC 9
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 9
Family Firm, Inc. 9
CLNAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Multi-Asset Income Fund Class A 9
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A 9
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund 9
Madden Advisory Services, Inc. 9
Connable Office Inc 9
J.Safra Asset Management Corp 9
Legacy Private Trust Co. 9
Mangrove Partners 9
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF 9
Invesco High Income Trust Ii 9
Banced Corp 9
Cullinan Associates Inc 9
Securian Funds Trust - SFT T. Rowe Price Value Fund 9
Ibex Wealth Advisors 9
Wsfs Capital Management, Llc 9
Jag Capital Management, Llc 9
Wade G W & Inc 9
Semmax Financial Advisors Inc. 9
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9
SRB Corp 9
Wetzel Investment Advisors, Inc. 9
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A 9
Lee Danner & Bass Inc 9
Telemus Capital, Llc 9
Balasa Dinverno & Foltz Llc 9
Integrated Wealth Counsel, Llc 9
Miles Capital, Inc. 9
Marco Investment Management Llc 9
Asahi Life Asset Management Co., Ltd. 9
PYCBX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Core Bond Fund (Investor Class) 9
HCVEX - HC CAPITAL TRUST - The Value Equity Portfolio HC Strategic Shares 9
EPRF - Innovator ETFs Trust II - Innovator S&P Investment Grade Preferred ETF 9
Infrastructure Capital Advisors, Llc 9
PIONEER CORE TRUST I - Pioneer High Income Municipal Portfolio 9
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 9
Strategy Asset Managers Llc 9
Private Bank & Trust Co 9
Pioneer High Income Trust 9
Nuveen Select Maturities Municipal Fund 9
Eisler Capital (UK) Ltd. 9
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF 9
Simply Money Advisors 9
Goelzer Investment Management, Inc. 9
Riggs Asset Managment Co. Inc. 9
SSTVX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Bond Fund Class A 9
Lebenthal Holdings,LLC 9
Investors Asset Management Of Georgia Inc /ga/ /adv 9
Compass Wealth Management LLC 9
Hazlett, Burt & Watson, Inc. 9
Caxton Associates Llp 9
Delos Wealth Advisors, LLC 9
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 9
FSNGX - FIDELITY SELECT PORTFOLIOS - Natural Gas Portfolio 9
HFM Investment Advisors, LLC 9
BHYB - DBX ETF TRUST - Xtrackers USD High Yield BB-B ex Financials ETF 9
WAESX - WASATCH FUNDS TRUST - Wasatch Emerging Markets Select Fund Investor Class shares 9
Wealth Watch Advisors, INC 9
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF 9
qPULA Trading Management LP 9
Delaware Enhanced Global Dividend & Income Fund 9
Stonebridge Financial Group, LLC 9
Nova Wealth Management, Inc. 9
Beck Mack & Oliver Llc 9
Jnl Series Trust - Jnl/mellon Emerging Markets Index Fund (a) 9
Northwest Investment Counselors, Llc 9
First National Bank Sioux Falls 9
Argentus Capital Management, LLC 9
WELLS FARGO MASTER TRUST - Wells Fargo Managed Fixed Income Portfolio Managed Fixed Income Portfolio 9
New Millennium Group LLC 9
Binnacle Investments Inc 9
Commonwealth Financial Services, LLC 9
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund 9
LGT Group Foundation 9
Kayne Anderson Midstream/energy Fund, Inc. 9
Malaga Cove Capital, LLC 9
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 9
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A 9
FHYVX - Franklin Tax Free Trust - Franklin High Yield Tax-free Income Fund Advisor Class 9
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund 9
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 9
InterOcean Capital Group, LLC 9
AlTi Global, Inc. 9
Haverford Trust Co 9
FSC Wealth Advisors, LLC 9
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund 9
Shufro Rose & Co Llc 9
DRNAX - BNY Mellon Investment Funds II, Inc. - BNY Mellon Alternative Diversifier Strategies Fund Class A 9
Godfrey Financial Associates, Inc. 9
Franklin Universal Trust 9
Emerald Advisers, Llc 9
Raab & Moskowitz Asset Management LLC 9
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 9
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S 9
MFS VARIABLE INSURANCE TRUST II - MFS Corporate Bond Portfolio Initial Class 9
Point View Wealth Management, Inc. 9
MYTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Short Term Municipal Fund Investor Class 9
Main Street Research LLC 9
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A 9
Klingman & Associates, LLC 9
Connectus Wealth, LLC 9
Old Point Trust & Financial Services N A 9
683 Capital Management, LLC 9
Horizons Etf Trust I 9
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 9
Lloyds Banking Group plc 9
Amplius Wealth Advisors, LLC 9
Kwmg, Llc 9
Alpha Omega Wealth Management LLC 9
Next Capital Management LLC 9
Greylin Investment Mangement Inc 9
Shinko Asset Management Co., Ltd. 9
PGGM Investments 9
Alta Advisers Ltd 9
Davis Capital Management 9
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 9
EBI - RBB Fund Trust - Longview Advantage ETF 9
Glenview Trust Co 9
PNC Managed Account Solutions, Inc. 9
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A 9
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y 9
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 9
Stancorp Investment Advisers Inc 9
Stratos Wealth Advisors, LLC 9
AXA Investment Managers S.A. 9
Endurance Wealth Management, Inc. 9
High Net Worth Advisory Group LLC 9
Banque Transatlantique SA 9
Brave Asset Management Inc 9
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF 9
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class 9
RGLIX - ALLIANZ FUNDS - AllianzGI Global Natural Resources Fund Institutional 9
Pioneer Diversified High Income Trust 9
Winton Capital Management Ltd 9
Glass Jacobson Investment Advisors llc 9
Prio Wealth Limited Partnership 9
Marquette Asset Management, LLC 9
Pacific Center for Financial Services 9
Camelot Portfolios, LLC 9
Coastal Capital Group, Inc. 9
AGSAX - AB UNCONSTRAINED BOND FUND, INC. - AB UNCONSTRAINED BOND FUND, INC. Class A 9
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 9
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A 9
Lakeview Capital Partners, LLC 9
USDY - Pacific Global ETF Trust - Pacific Global US Equity Income ETF 9
Greater India Portfolio - Greater India Portfolio 9
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund 9
Old North State Trust, LLC 9
Dowling & Yahnke Llc 9
DPHYX - DELAWARE POOLED TRUST - Macquarie High Yield Bond Portfolio DPT CLASS 9
Mfs Intermediate Income Trust 9
Financial Advisors Network, Inc. 9
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF 9
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund 9
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class 9
PESAX - PRINCIPAL FUNDS INC - LargeCap Value Fund III R-1 9
BMNIX - BAIRD FUNDS INC - Baird Core Intermediate Municipal Bond Fund Institutional Class 9
Hartford Financial Management Inc. 9
Westchester Capital Management, LLC 9
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares 9
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares 9
PVAL - Principal Exchange-Traded Funds - Principal Contrarian Value Index ETF 9
Deseret Mutual Benefit Administrators 9
Concurrent Investment Advisors, LLC 9
Field & Main Bank 9
VWEHX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard High-Yield Corporate Fund Investor Shares 9
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund 9
Ares Financial Consulting, LLC 9
Western Asset/claymore Inflation-linked Securities & Income Fund 9
Financial Advantage, Inc. 9
Tokio Marine Asset Management Co Ltd 9
FMHI - First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF 9
Klingenstein Fields & Co Lp 9
LBCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Corporate Bond Fund Class A 9
Guardian Life Insurance Co Of America 9
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A 9
SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A 9
Chase Investment Counsel Corp 9
Franklin Templeton ETF Trust - Western Asset Bond ETF 9
DEXC - Dimensional ETF Trust - Dimensional Emerging Markets ex China Core Equity ETF 9
Ballast Advisors Llc 9
State of New Jersey Common Pension Fund A 9
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class 9
Cannell Peter B & Co Inc 9
Walker Asset Management, LLC 9
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 9
10Elms LLP 9
MZCIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Institutional Shares 9
Boston Trust Walden Corp 9
R&F Capital Advisors LP 9
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund 9
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 9
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I 9
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A 9
Palladiem, Llc 9
Investment Management Corp of Ontario 9
111 Capital 9
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 9
Essex Savings Bank 9
IEMGX - Voya MUTUAL FUNDS - Voya Multi-Manager Emerging Markets Equity Fund Class I 9
Prentiss Smith & Co Inc 9
Strengthening Families & Communities, LLC 9
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco High Yield Bond Factor ETF 9
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A 9
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 9
MFUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Fundamental Value Fund Class A 9
Blue Rock Advisors, LLC 9
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 9
Fourth Dimension Wealth, LLC 9
JCIC Asset Management Inc. 9
PRKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM Real Estate Income Fund Class A 9
Hilton Head Capital Partners, LLC 9
Kowal Investment Group, LLC 9
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A 9
PAB - PGIM ETF TRUST - PGIM Active Aggregate Bond ETF 9
GMTEX - GPS Funds I - GuideMark(R) Tax-Exempt Fixed Income Fund Service Shares 9
CDEIX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Class A 9
Bank of New Hampshire 9
Cutter & CO Brokerage, Inc. 9
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 9
Cpwm, Llc 9
Vicus Capital 9
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A 9
EMGF - iShares, Inc. - iShares Edge MSCI Multifactor Emerging Markets ETF 9
TLMAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Municipal Fund Class A 9
Personal Capital Advisors Corp 9
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional 9
Becker Capital Management Inc 9
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund 9
Tiaa, Fsb 9
Alaska Permanent Fund Corp 9
Midas Management Corp 9
Waldron Private Wealth LLC 9
Buckingham Strategic Wealth, Llc 9
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 9
FLCO - Franklin Templeton ETF Trust - Franklin Liberty Investment Grade Corporate ETF 9
AVGAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Total Return Fund Class A 9
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF 9
Evanston Investments, Inc., dba Evanston Advisors 9
Solaris Asset Management Llc 9
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional 9
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A 9
GEMYX - GuideStone Funds - Emerging Markets Equity Fund Institutional 9
Global Opportunities Portfolio - Global Opportunities Portfolio 9
Sage Mountain Advisors LLC 9
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 9
Legacy Bridge, LLC 9
Clearview Wealth Advisors LLC 9
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares 9
Vermillion Wealth Management, Inc. 9
Westend Capital Management LLC 9
John Hancock Income Securities Trust 9
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF 9
Intercontinental Wealth Advisors, LLC 9
Scopus Asset Management, L.p. 9
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 9
Beck Bode, LLC 9
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9
VCGAX - VALIC Co I - Growth & Income Fund 9
Legg Mason Asset Management (Japan) Co., Ltd. 9
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class 9
Quantum Capital Management 9
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A 9
REAP Financial Group, LLC 9
AXS Investments LLC 9
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A 9
BancorpSouth Inc 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 9
Crescent Grove Advisors, LLC 9
Dai-ichi Life Holdings, Inc. 9
Thomas J. Herzfeld Advisors, Inc. 9
Lavaca Capital Llc 9
Pinnacle Financial Partners, Inc. 9
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 9
Munder Capital Management 9
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF 9
Gyon Technologies Capital Management, LP 9
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A 9
PPM Funds - PPM Floating Rate Income Fund (Inst) 9
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A 9
AlphaCentric Advisors LLC 9
Valentine Capital Asset Management, Inc. 9
Colonial Trust Co / SC 9
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 9
Flinton Capital Management LLC 9
Good Life Advisors, LLC 9
Great Lakes Retirement, Inc. 9
Fjarde Ap-fonden /fourth Swedish National Pension Fund 9
Mattson Financial Services, LLC 9
Torren Management, LLC 9
MEPAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Value Fund Class A 9
RVRB - ADVISORS SERIES TRUST - Reverb ETF 9
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund 9
Telemetry Investments, L.L.C. 9
Wedmont Private Capital 9
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF 9
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF 9
Forty4 Asset Management LLC 9
Neuburgh Advisers LLC 9
Standard Family Office LLC 9
Simplicity Wealth,LLC 9
Canton Hathaway, LLC 9
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Total Return Bond Fund Series II 9
IWB - iSHARES TRUST - iShares Russell 1000 ETF 9
Busey Wealth Management 9
HWG Holdings LP 9
GQG Partners LLC 9
Jnl Series Trust - Jnl/aqr Large Cap Relaxed Constraint Equity Fund (a) 9
Rampart Investment Management Company, LLC 9
Nippon Life Global Investors Americas, Inc. 9
Generali Investments CEE, investicni spolecnost, a.s. 9
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF 9
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund 9
Rialto Wealth Management, LLC 9
Cozad Asset Management Inc 9
Mach-1 Financial Group, Inc. 9
Oppenheimer Capital Income Fund 9
Chemical Bank 9
WealthPlan Investment Management, LLC 9
Capital Income Builder 9
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 9
PPM Funds - PPM High Yield Core Fund (Inst) 9
V-Square Quantitative Management LLC 9
MUCAX - VICTORY PORTFOLIOS - Victory INCORE Total Return Bond Fund Class A 9
Dai-Ichi Life Insurance Company, Ltd 9
Safeguard Investment Advisory Group, LLC 9
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class 9
Net Worth Advisory Group 9
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A 9
Stockman Wealth Management, Inc. 9
Redpoint Investment Management Pty Ltd 9
Freedman Financial Associates, Inc. 9
Crestwood Advisors Group LLC 9
Acuity Investment Management Inc 9
Guggenheim Enhanced Equity Income Fund (f/k/a Old Mutual/claymore Long-short Fund) 9
Eaton Vance Tax-managed Buy-write Income Fund 9
Principia Wealth Advisory, LLC 9
Nuveen S&p 500 Buywrite Income Fund 9
KLCM Advisors, Inc. 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 9
Bpv Family Of Funds 9
OVLU - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Value Factor ETF 9
Nuveen Core Equity Alpha Fund 9
New York Life Trust Co 9
STABX - PIONEER SHORT TERM INCOME FUND - Pioneer Short Term Income Fund : Class A 9
EntryPoint Capital, LLC 9
Nuveen S&p 500 Dynamic Overwrite Fund 9
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 9
AEMGX - Advisors' Inner Circle Fund - Acadian Emerging Markets Portfolio Investor Class Shares 9
FVCIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex Large Cap Value II Fund 9
Altium Wealth Management LLC 9
PACIFIC SELECT FUND - Intermediate Bond Portfolio P 9
Xact Kapitalforvaltning AB 9
Psagot Value Holdings Ltd. / (Israel) 9
PACEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Corporate Bond Fund -Advisor Class 9
Transcendent Capital Group LLC 9
Weatherstone Capital Management 9
AustralianSuper Pty Ltd 9
Jasinkiewicz Capital Management, Lp 9
Meiji Yasuda Asset Management Co Ltd. 9
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF 9
SRTTX - SMA RELATIONSHIP TRUST - Series T 9
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IA 9
Journey Strategic Wealth Llc 9
PFG Private Wealth Management, LLC 9
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 9
VMSAX - VANGUARD MALVERN FUNDS - Vanguard Multi-Sector Income Bond Fund Admiral Shares 9
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class 9
Mitchell Group Inc 9
Hall Laurie J Trustee 9
Change Path, LLC 9
SOAOX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income and Opportunity Fund Class A 9
Community Bank System, Inc. 9
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 9
Icc Capital Management Inc/ 9
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 9
Osterweis Capital Management Inc 9
HEQFX - Monteagle Funds - Monteagle Opportunity Equity Fund Investor Class 9
Beverly Hills Private Wealth, LLC 9
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 9
Moran Wealth Management, LLC 9
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF 9
BondBloxx ETF Trust - BondBloxx BBB Rated 1-5 Year Corporate Bond ETF 9
Jump Trading, Llc 9
Fairfield, Bush & Co. 9
Grey Street Capital, LLC 9
YEAR - AB Active ETFs, Inc. - AB Ultra Short Income ETF 9
ITCAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Intermediate Maturity California Municipals Fund Class A 9
Philadelphia Trust Co 9
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund 9
Argent Advisors, Inc. 9
IORAX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Rochester AMT-Free Municipal Fund Class R6 9
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund 9
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class 9
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares 9
Signature Wealth Management Group 9
B. Metzler seel. Sohn & Co. Holding AG 9
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 9
Dixon Hubard Feinour & Brown Inc/va 9
Mainstay Capital Management Llc /adv 9
Metis Global Partners, LLC 9
JPHF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Alternatives ETF 9
SEATX - SEI TAX EXEMPT TRUST - STET TAX-ADVANTAGED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
William Blair Investment Management, Llc 9
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I 9
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares 9
Consolidated Planning Corp 9
TAEMX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Emerging Markets Balanced Fund Class A 9
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 9
Desjardins Global Asset Management Inc. 9
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A 9
OmniStar Financial Group, Inc. 9
Resource Management, LLC 9
OBND - SSGA Active Trust - SPDR Loomis Sayles Opportunistic Bond ETF 9
Missouri Trust & Investment Co 9
RWM Asset Management, LLC 9
Piershale Financial Group, Inc. 9
SITEX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS DEBT FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Premier Asset Management Llc 9
Kessler Investment Group, LLC 9
IG - Principal Exchange-Traded Funds - Principal Investment Grade Corporate Active ETF 9
Camden Capital, LLC 9
Growth Fund Of America 9
AlphaCore Capital LLC 9
HYSAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM Short Duration High Yield Income Fund Class A 9
Sawyer & Company, Inc 9
Harwood Advisory Group, LLC 9
Ruffer LLP 9
ESL Trust Services, LLC 9
FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS 9
GFG Capital, LLC 9
Drive Wealth Management, Llc 9
Cfm Wealth Partners Llc 9
Cedar Mountain Advisors, LLC 9
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund 9
361 Capital Llc 9
Millstone Evans Group, LLC 9
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF 9
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C 9
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 9
Game Creek Capital, LP 9
Klp Kapitalforvaltning As 9
Abich Financial Wealth Management LLC 9
B. Metzler seel. Sohn & Co. AG 9
SWAN Capital LLC 9
Leelyn Smith, LLC 9
Strategic Asset Management, LLC 9
Wahed Invest LLC 9
PZA - Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF 9
Traynor Capital Management, Inc. 9
GUIQX - VICTORY PORTFOLIOS - Victory INCORE Investment Quality Bond Fund Class A 9
Proffitt & Goodson Inc 9
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F 9
Elevated Capital Advisors, LLC 9
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A 9
Kentucky Retirement Systems Insurance Trust Fund 9
Signature Equity Partners, LLC 9
Bfsg, Llc 9
Pennsylvania Trust Co 9
OpenArc Corporate Advisory, LLC 9
Private Management Group Inc 9
Financial Engines Advisors L.L.C. 9
Harvest Portfolios Group Inc. 9
Peoples Financial Services Corp. 9
Twin Capital Management Inc 9
Mission Wealth Management, Lp 9
Great Diamond Partners, LLC 9
First Command Advisory Services, Inc. 9
N.E.W. Advisory Services LLC 9
Nissay Asset Management Corp /japan/ /adv 9
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund 9
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc. 9
Sterling Investment Advisors, Ltd. 9
QAAGWX - T. Rowe Price Fixed Income Series, Inc. - T. Rowe Price Limited-Term Bond Portfolio 9
Grandfield & Dodd, Llc 9
OHIO NATIONAL FUND INC - ON Bond Portfolio 9
BondBloxx ETF Trust - BondBloxx BBB Rated 5-10 Year Corporate Bond ETF 9
John G Ullman & Associates Inc 9
TBP Investments Management, LLC 9
Amica Pension Fund Board Of Trustees 9
MANA Advisors LLC 9
CCMG - EA Series Trust - CCM Global Equity ETF 9
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 9
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 9
Abel Hall, LLC 9
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II 9
University Of Texas/texas Am Investment Managment Co 9
Guinness Asset Management LTD 9
Park Place Capital Corp 9
Halbert Hargrove Global Advisors, Llc 9
Global Financial Private Capital, LLC 9
Cornerstone Wealth Group, LLC 9
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 9
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class 9
Providence Capital Advisors, LLC 9
River Wealth Advisors LLC 9
Ckw Financial Group 9
Carnegie Capital Asset Management, LLC 9
Bremer Trust National Association 9
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Floating Rate Fund Standard Class 9
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I 9
Joseph P. Lucia & Associates, LLC 9
HEOZX - Highland Funds I - Highland Long/Short Equity Fund Class Z 9
FTRB - Federated Hermes ETF Trust - Federated Hermes Total Return Bond ETF 9
Inceptionr Llc 9
BYOB - Tidal ETF Trust - SoFi Gig Economy ETF 9
Ferguson Wellman Capital Management, Inc 9
Haafor (Singapore) Pte. Ltd. 9
HSDAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SHORT DURATION FUND Class A 9
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares 9
FUEMX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Conservative Income Municipal Bond Fund 9
LGOAX - Trust for Advised Portfolios - Miller Opportunity Trust Class A 9
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF 9
IAG Wealth Partners, LLC 9
Transcend Wealth Collective, Llc 9
SCACX - LEGG MASON PARTNERS INCOME TRUST - Western Asset California Municipals Fund Class C 9
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund 9
Machina Capital S.a.s. 9
Strategic Investment Solutions, Inc. /IL 9
EJF Capital LLC 9
JDYRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 - PGIM HIGH YIELD FUND Class R 9
Chelsea Counsel Co 9
Vanguard Windsor Funds 9
BCJ Capital Management, LLC 9
DSTIX - BNY Mellon Investment Grade Funds, Inc. - BNY Mellon Short Term Income Fund Class D 9
PIMGDAA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Diversified Allocation Portfolio Administrative Class 9
Belmont Global Advisors, Inc. 9
Old Republic International Corp 9
Cordant, Inc. 9
Pacific Global Investment Management Co 9
Fortis Group Advisors, LLC 9
FVSAX - Fidelity Rutland Square Trust II - Strategic Advisers Value Fund 9
NUXAX - Mutual Fund & Variable Insurance Trust - Rational/NuWave Enhanced Market Opportunity Fund Class A Shares 9
Kentucky Retirement Systems 9
Wealthsource Partners, Llc 9
ACK Asset Management LLC 9
Allegheny Financial Group LTD 9
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Large Cap Portfolio 9
Pinkerton Retirement Specialists, LLC 9
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF 9
Argent Trust Co 9
Usa Mutuals Advisors, Inc. 9
VANGUARD VARIABLE INSURANCE FUNDS - High-Yield Bond Portfolio 9
AGAQX - Investment Managers Series Trust - 361 Global Long/Short Equity Fund Investor Class 9
Kaizen Advisory, Llc 9
HYMAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett High Yield Municipal Bond Fund Class A 9
Kula Investments, LLC 9
VWLTX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Long-Term Tax-Exempt Fund Investor Shares 9
Gallacher Capital Management LLC 9
RPg Family Wealth Advisory, LLC 9
MERVX - MERGER FUND VL - The Merger Fund VL 9
Whitebox Advisors Llc 9
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares 9
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1 9
MFQAX - AMG Funds I - AMG FQ Tax-Managed U.S. Equity Fund Class N 9
High Note Wealth, LLC 9
Patten Group, Inc. 9
Mayflower Financial Advisors, LLC 9
Genesis Wealth Advisors, LLC 9
BancorpSouth Bank 9
LCORX - LEUTHOLD FUNDS INC - LEUTHOLD CORE INVESTMENT FUND -Retail Class 9
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class 9
JHME - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Energy ETF 9
Beacon Capital Management, Inc. 9
CFBNX - COMMERCE FUNDS - The Bond Fund Shares 9
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 9
Calamos Wealth Management LLC 9
DRLL - EA Series Trust - Strive U.S. Energy ETF 9
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares 9
Towarzystwo Funduszy Inwestycyjnych Pzu Sa 9
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund 8
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 8
Dymon Asia Capital (singapore) Pte. Ltd. 8
PENN SERIES FUNDS INC - Index 500 Fund 8
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A 8
J. Safra Sarasin Holding AG 8
Lester Murray Antman dba SimplyRich 8
B&D White Capital Company, LLC 8
Passport Capital, LLC 8
JCPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF 8
Catamount Wealth Management 8
Guardian Investor Services Llc 8
Cohen & Steers Capital Management Inc 8
Curi Wealth Management, LLC 8
NVQ - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Next Value ETF 8
FFSG - Northern Lights Fund Trust IV - FormulaFolios Smart Growth ETF 8
MBBB - VanEck Vectors ETF Trust - VanEck Vectors Moody's Analytics BBB Corporate Bond ETF 8
Railway Pension Investments Ltd 8
Diversify Wealth Management, Llc 8
Lebenthal Global Advisors, LLC 8
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund 8
BTG Pactual Asset Management US LLC 8
VCIGX - VALIC Co I - Dividend Value Fund 8
Banco BTG Pactual S.A. 8
JNL SERIES TRUST - JNL/PPM America Investment Grade Credit Fund (I) 8
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A 8
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 8
MYCNX - MAINSTAY FUNDS TRUST - MainStay MacKay U.S. Equity Opportunities Fund Investor Class 8
Invesco Advantage Municipal Income Trust Ii 8
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A 8
Fort Point Capital Partners LLC 8
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class 8
PFG Advisors 8
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 8
RE Dickinson Investment Advisors, LLC 8
Trillium Asset Management, Llc 8
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF 8
MTMNX - MAINSTAY FUNDS TRUST - MainStay MacKay Total Return Bond Fund Investor Class 8
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A 8
Advanced Series Trust - Ast International Growth Portfolio 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
Hollow Brook Wealth Management LLC 8
Farmers National Bank 8
Kernodle & Katon Asset Management Group, LLC 8
Nations Financial Group Inc, /ia/ /adv 8
TICGX - TEMPLETON FUNDS - Templeton International Climate Change Fund Advisor Class 8
Chesley Taft & Associates LLC 8
First National Bank Of Omaha 8
Voya Emerging Markets High Dividend Equity Fund 8
Cna Financial Corp 8
Park Avenue Institutional Advisers LLC 8
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A 8
Zimmer Partners, LP 8
NBDAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Fund Class A 8
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2 8
KERR FINANCIAL PLANNING Corp 8
Carmignac Gestion 8
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares 8
Ruggie Capital Group 8
VMAX - Lattice Strategies Trust - Hartford US Value ETF 8
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A 8
Managed Asset Portfolios, Llc 8
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I 8
Bardin Hill Management Partners Lp 8
Anchor Bolt Capital, LP 8
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R 8
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF 8
TRANSAMERICA FUNDS - Transamerica Long/Short Strategy I2 8
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A 8
Baker Tilly Financial, Llc 8
E Fund Management Co., Ltd. 8
Diversified Enterprises, LLC 8
Ellsworth Advisors, LLC 8
Legacy Wealth Managment, LLC/ID 8
Berger Financial Group, Inc 8
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A 8
LNZ Capital LP 8
Dynamic Capital Management Ltd 8
Future Financial Wealth Managment LLC 8
Plancorp, LLC 8
Capital International Investors 8
SNS Financial Group, LLC 8
Willis Johnson & Associates, Inc. 8
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund 8
ULTRA SERIES FUND - Diversified Income Fund Class I 8
HHQTX - Advisors' Inner Circle Fund II - HANCOCK HORIZON QUANTITATIVE LONG/SHORT FUND INSTITUTIONAL CLASS SHARES 8
PLPIX - PRINCIPAL FUNDS INC - LargeCap S&P 500 Index Fund R-1 8
Donaldson Capital Management, Llc 8
Clal Insurance Enterprises Holdings Ltd 8
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 8
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF 8
First Allied Asset Management, Inc. 8
Broadwater Capital Management Llc 8
Independent Solutions Wealth Management, LLC 8
Crawford Investment Counsel Inc 8
Europacific Growth Fund 8
Symphony Financial, Ltd. Co. 8
Retirement Wealth Solutions LLC 8
McClarren Financial Advisors, Inc. 8
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 8
FDO Partners, LLC 8
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio 8
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class 8
Tradewinds Global Investors, LLC 8
Wingate Wealth Advisors, Inc. 8
Gerber Kawasaki Wealth & Investment Management 8
Godsey & Gibb Associates 8
Exane Asset Management 8
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A 8
Td Asset Management Usa Funds Inc. 8
Schooner Investment Group, LLC. 8
AMF Pensionsforsakring AB 8
Alaethes Wealth LLC 8
Douglas Lane & Associates, LLC 8
Nwq Investment Management Company, Llc 8
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund 8
Mendota Financial Group, LLC 8
Lockheed Martin Investment Management Co 8
Capital Research Global Investors 8
RiverPoint Capital Management, LLC 8
Diversified, LLC 8
Eidelman Virant Capital 8
Castle Wealth Management Llc 8
MTM Investment Management, LLC 8
CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A 8
First Financial Bankshares Inc 8
Clean Yield Group 8
CBLVX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Low Duration High Yield Fund - Investor Class Shares 8
TFG Advisers LLC 8
Cornerstone Advisory, LLC 8
Cambrian Capital Limited Partnership 8
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C 8
Main Street Group, LTD 8
MGSEX - AMG FUNDS III - AMG Managers Special Equity Fund Class N 8
Gabelli Equity Series Funds Inc 8
Harvest Fund Advisors LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 8
Haberer Registered Investment Advisor Inc 8
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A 8
Hudson Valley Investment Advisors Inc /adv 8
LM Advisors LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 8
Fernwood Investment Management, LLC 8
PartnerRe Asset Management CORP 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3 8
Resonant Capital Advisors, LLC 8
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Gateway Fund 8
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class 8
GM Advisory Group, Inc. 8
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund 8
Columbia Asset Management 8
Sfmg, Llc 8
Degroof Petercam Asset Management 8
Eaton Vance Tax-managed Global Buy-write Opportunities Fund 8
Platte River Capital LLC 8
Hunter Associates Investment Management Llc 8
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 8
Parkworth Wealth Management, Inc. 8
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares 8
LVW Advisors, LLC 8
Old West Investment Management, LLC 8
Paradigm Capital Management Inc/ny 8
NISRX - AMERICAN BEACON FUNDS - American Beacon NIS Core Plus Bond Fund R6 Class 8
InterOcean Capital, LLC 8
Lyons Wealth Management, LLC. 8
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF 8
Hughes Financial Services, LLC 8
Westover Capital Advisors, LLC 8
Saiers Capital, LLC 8
Wealth Advisory Solutions, LLC 8
Steadfast Capital Management Lp 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund 8
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio 8
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 8
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund 8
IMG Wealth Management, Inc. 8
LVPIX - Profunds - Large-cap Value Profund Investor Class 8
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares 8
Hemenway Trust Co LLC 8
Modern Wealth Management, LLC 8
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A 8
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares 8
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 8
Beach Investment Counsel Inc/pa 8
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 8
Brick & Kyle, Associates 8
MLCGX - Mercer Funds - Mercer US Large Cap Equity Fund Class Y-3 8
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF 8
MENV - AdvisorShares Trust - AdvisorShares FolioBeyond Smart Core Bond ETF 8
MBEQX - M FUND INC - M International Equity Fund 8
Atalanta Sosnoff Capital, Llc 8
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class 8
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF 8
Pallas Capital Advisors LLC 8
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y 8
TREBX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Emerging Markets Bond Fund 8
PHYNX - PENN Capital Funds Trust - Penn Capital Multi-Credit High Income Fund Institutional Class 8
Signal Advisors Wealth, LLC 8
Heritage Investors Management Corp 8
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund 8
JPLS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Long/Short ETF 8
Boyd Watterson Asset Management Llc/oh 8
Manske Wealth Management 8
New Age Alpha Advisors, LLC 8
Live Your Vision, LLC 8
Murphy & Mullick Capital Management Corp 8
RVRS - ETF Series Solutions - Reverse Cap Weighted U.S. Large Cap ETF 8
Mid Continent Capital Llc/il 8
Plato Investment Management Ltd 8
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF 8
Welch Group, LLC 8
JPMNX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class L 8
Guinness Atkinson Asset Management Inc 8
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class 8
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500 8
Catalytic Wealth RIA, LLC 8
Cohen & Steers Global Income Builder, Inc 8
FRANK FUNDS - Camelot Event Driven Fund Class A Shares 8
Franklin Templeton Variable Insurance Products Trust - Franklin Strategic Income Vip Fund Class 1 8
Ninety One North America, Inc. 8
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 8
Lowe Brockenbrough & Co Inc 8
WealthTrak Capital Management LLC 8
Horan Capital Advisors, LLC. 8
GDIAX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Income Fund Class A 8
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF 8
Kingfisher Capital LLC 8
TXRIX - JPMorgan Trust I - JPMorgan Tax Aware Real Return Fund Class I 8
JNL INVESTORS SERIES TRUST - JNL/PPM America Low Duration Bond Fund (A) 8
Essex Investment Management Co Llc 8
Jeppson Wealth Management, Llc 8
VitalStone Financial, LLC 8
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund 8
United Asset Strategies, Inc. 8
Stratton Management Co 8
Chapin Davis, Inc. 8
Bnc Wealth Management, Llc 8
Gratus Capital LLC 8
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 8
EdgeRock Capital LLC 8
Covenant Multifamily Offices, LLC 8
Risk Paradigm Group, LLC 8
Towle & Co 8
Ssi Investment Management Llc 8
DODIX - DODGE & COX FUNDS - Dodge & Cox Income Fund 8
Uniting Wealth Partners, LLC 8
SSO - PROSHARES TRUST - ProShares Ultra S&P500 8
Dv Equities, Llc 8
BSW Wealth Partners 8
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF 8
RFG Advisory, LLC 8
South Georgia Capital, Llc 8
Oarsman Capital, Inc. 8
King Wealth 8
DSAM Partners (London) Ltd 8
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 8
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I 8
Callan Capital, LLC 8
EFG International AG 8
Vantage Investment Partners, LLC 8
Jackson Creek Investment Advisors LLC 8
MIEIX - MFS INSTITUTIONAL TRUST - MFS Institutional International Equity Fund 8
Cyndeo Wealth Partners, LLC 8
Vestor Capital, Llc 8
Basso Capital Management, L.p. 8
Gyroscope Capital Management Group, Llc 8
Wall Street Access Asset Management, LLC 8
Groesbeck Investment Management Corp /nj/ 8
Strategic Wealth Advisors Group, LLC 8
Beacon Investment Advisory Services, Inc. 8
Tobam 8
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 8
MeadowBrook Investment Advisors LLC 8
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 8
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund 8
Modera Wealth Management, LLC 8
Crow Point Partners, LLC 8
Beacon Financial Group 8
SWHEX - SCHWAB CAPITAL TRUST - Schwab Hedged Equity Fund 8
Stock Yards Bank & Trust Co 8
Beutel, Goodman & Co Ltd. 8
BLACKROCK ASIAN DRAGON FUND, INC. - BLACKROCK ASIAN DRAGON FUND, INC. Investor A 8
Raiffeisen Bank International AG 8
Tennessee Valley Asset Management Partners 8
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio 8
Sentinel Trust Co Lba 8
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF 8
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF 8
Sumitomo Life Insurance Co 8
VNBTrust, National Association 8
Eisler Capital Management Ltd. 8
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF 8
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 8
IBJAX - IVY FUNDS - Ivy Corporate Bond Fund Class A 8
IGNBX - IVY FUNDS - Ivy Natural Resources Fund Class B 8
Exxonmobil Investment Management Inc /tx 8
Unique Wealth Strategies, LLC 8
ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 8
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus 8
CrestPoint Capital Management, LLC 8
Quantessence Capital LLC 8
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF 8
Meristem Family Wealth, LLC 8
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF 8
Delaware Management Holdings, Inc. 8
Exchange Capital Management, Inc. 8
Wright Managed Equity Trust 8
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares 8
New America High Income Fund Inc 8
PWS - Pacer Funds Trust - Pacer WealthShield ETF 8
SSMGX - SIT MUTUAL FUNDS INC - Sit Small Cap Growth Fund 8
Cullen Investment Group, Ltd. 8
Masters Capital Management Llc 8
Tyche Wealth Partners LLC 8
SPC Financial, Inc. 8
IBDV - iSHARES TRUST - iShares iBonds Dec 2030 Term Corporate ETF 8
Capital City Trust Co/fl 8
Peachtree Investment Advisors, Inc. 8
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8
TCF National Bank 8
Securian Funds Trust - SFT Index 500 Fund Class 1 8
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund 8
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF 8
Acropolis Investment Management, LLC 8
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund 8
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund 8
Donald L. Hagan, LLC 8
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF 8
Fieldview Capital Management, LLC 8
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund 8
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF 8
JHNBX - JOHN HANCOCK SOVEREIGN BOND FUND - John Hancock Bond Fund Class A 8
DEGIX - Delaware Group Global & International Funds - Delaware International Value Equity Fund Class A 8
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund 8
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund 8
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A 8
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund 8
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund 8
Neville Rodie & Shaw Inc 8
Virtus Global Multi-sector Income Fund 8
Guerra Advisors Inc 8
LIGRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Investment Grade Bond Fund Class A 8
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF 8
Deutsche Value Series, Inc 8
SSPY - SYNTAX ETF TRUST - Syntax Stratified LargeCap ETF 8
CenturyLink Investment Management Co 8
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A 8
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A 8
GFCIX - GUGGENHEIM FUNDS TRUST - Guggenheim Capital Stewardship Fund Institutional 8
Invst, LLC 8
DORCHESTER WEALTH MANAGEMENT Co 8
FormulaFolio Investments, LLC 8
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A 8
Strategic Advisors LLC 8
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF 8
Glaxis Capital Management, LLC 8
ATQFX - ARBITRAGE FUNDS - Water Island Long/Short Fund Class R 8
Accuvest Global Advisors 8
ABASX - AB TRUST - AB Discovery Value Fund Class A 8
Nvest Wealth Strategies, Inc. 8
Premier Path Wealth Partners, LLC 8
Capital Innovations LLC 8
Cordasco Financial Network 8
DT Investment Partners, LLC 8
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 8
Cazenove Capital Management Ltd 8
Mengis Capital Management, Inc. 8
Financial Perspectives, Inc 8
Shamrock Asset Management LLC 8
Cushing Mlp Total Return Fund 8
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A 8
Advanced Investment Partners, LLC 8
MUISX - BMO FUNDS, INC. - BMO Ultra Short Tax-Free Fund Class I 8
Nippon Life Insurance Co 8
Zwj Investment Counsel Inc 8
Gofen & Glossberg Llc /il/ 8
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 8
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 8
Newfound Research LLC 8
Mpwm Advisory Solutions, Llc 8
Corsicana & Co. 8
DRFMX - BNY Mellon International Securities Funds, Inc. - BNY Mellon Emerging Markets Securities Fund Class A 8
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF 8
Financial Sense Advisors, Inc. 8
CWFIX - Chartwell Funds - Chartwell Short Duration High Yield Fund 8
Siemens Fonds Invest GmbH 8
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
Anchor Capital Advisors Llc 8
Oppenheimer Steelpath Panoramic Fund 8
Cim Investment Mangement Inc 8
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF 8
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF 8
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF 8
Jackson Square Capital, Llc 8
VSCAX - Aim Sector Funds (invesco Sector Funds) - Invesco Small Cap Value Fund Class A 8
Penseco Financial Services Corp 8
DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF 8
Allen Investment Management LLC 8
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF 8
Heritage Wealth Management, Llc 8
Armis Advisers, LLC 8
Moss Adams Wealth Advisors LLC 8
West Paces Advisors Inc. 8
Smart Portfolios, LLC 8
Dfa Investment Trust Co - The U.s. Large Cap Value Series 8
Coyle Financial Counsel LLC 8
Ilmarinen Mutual Pension Insurance Co 8
Burns Matteson Capital Management, LLC 8
Your Advocates Ltd., LLP 8
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 8
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 8
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF 8
Causeway Capital Management Llc 8
FEHAX - FIRST EAGLE FUNDS - First Eagle High Yield Fund Class A 8
Ivory Investment Management, Llc 8
Marietta Investment Partners Llc 8
Tax-Managed International Equity Portfolio - Tax-Managed International Equity Portfolio 8
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class 8
PKO Investment Management Joint-Stock Co 8
USIAX - UBS Series Funds - UBS Ultra Short Income Fund Class A 8
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A 8
Wbh Advisory Inc 8
T. Rowe Price Investment Management, Inc. 8
DCPFX - DELAWARE POOLED TRUST - Macquarie Core Plus Bond Portfolio DPT CLASS 8
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund 8
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S 8
MML Series Investment Fund II - MML Equity Rotation Fund Class II 8
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 8
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class 8
Eagle Ridge Investment Management 8
Horrell Capital Management, Inc. 8
IBHE - iSHARES TRUST - iShares iBonds 2025 Term High Yield and Income ETF 8
Federated Mdt Large Cap Value Fund 8
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class 8
LGROW - First Investors Life Series Funds - First Investors Life Series Growth & Income Fund 8
Ohio National Investments, Inc. 8
HDV - iSHARES TRUST - iShares Core High Dividend ETF 8
Axxcess Wealth Management, Llc 8
VSDM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Short Duration Tax-Exempt Bond ETF ETF Shares 8
PPM Funds - PPM Long Short Credit Fund (Inst) 8
Mariner Investment Group Llc 8
Vaughan Nelson Investment Management, L.p. 8
First Merchants Corp 8
VBND - ETF Series Solutions - Vident Core U.S. Bond Strategy ETF 8
STFBX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Balanced Fund 8
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF 8
Private Wealth Partners, LLC 8
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund 8
Center for Financial Planning, Inc. 8
HYXF - iSHARES TRUST - iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF 8
North Capital, Inc. 8
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A 8
Valmark Advisers, Inc. 8
Loews Corp 8
Opus Capital Group, LLC 8
Athena Capital Advisors Llc 8
WestEnd Advisors, LLC 8
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF 8
Botty Investors LLC 8
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF 8
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class 8
Legg Mason Bw Global Income Opportunities Fund Inc. 8
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class 8
Cypress Funds Llc 8
Tiaa Trust, National Association 8
Gleason Group, Inc. 8
Integrity Alliance, Llc. 8
TD Securities (USA) LLC 8
Essex Financial Services, Inc. 8
BluePath Capital Management, LLC 8
Norwood Financial Corp 8
BP Capital Management L P 8
Curian Capital Llc 8
Kanawha Capital Management Llc 8
Boston Family Office Llc 8
Tiaa Cref Trust Co Fsb/mo 8
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares 8
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund 8
Hermes Investment Management Ltd 8
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 8
Hallmark Capital Management Inc 8
Burnham Asset Management Corp /ny/ 8
Hourglass Capital, Llc 8
VestGen Advisors, LLC 8
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 8
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 8
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Value Portfolio 8
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF 8
Trust Co Of Oklahoma 8
North Star Asset Management Inc 8
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF 8
Ransom Advisory, Ltd 8
Guyasuta Investment Advisors Inc 8
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 8
Burt Wealth Advisors 8
Intrua Financial, LLC 8
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF 8
DecisionPoint Financial, LLC 8
Seminole Management Co., Inc. 8
K.J. Harrison & Partners Inc 8
Deltec Asset Management Llc 8
Fulcrum Asset Management LLP 8
GABELLI & Co INVESTMENT ADVISERS, INC. 8
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A 8
CDAAX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Class A 8
Eaton Vance California Municipal Bond Fund 8
Optima Capital Llc 8
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF 8
Halpern Financial, Inc. 8
NOLVX - Northern Funds - Northern Large Cap Value Fund 8
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A 8
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A 8
SEKSX - ALPS Series Trust - Carret Kansas Tax-Exempt Bond Fund Institutional Class Shares 8
Citizens National Bank Trust Department 8
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A 8
IBD - Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF 8
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF 8
Capital Advisory Group Advisory Services, LLC 8
FLP Wealth Management, LLC 8
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF 8
Boston Financial Mangement Llc 8
Maseco Llp 8
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 8
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund 8
Sather Financial Group Inc 8
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class 8
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 8
RWDC - Direxion Shares ETF Trust - Direxion MSCI USA Defensives Over Cyclicals ETF 8
Usca All Terrain Fund 8
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares 8
PFMIX - PIMCO FUNDS - PIMCO Municipal Bond Fund Institutional 8
Headinvest, Llc 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
Independent Financial Group, Llc 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
Fiduciary Alliance LLC 8
NUHY - Nushares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF 8
EAM Investors, LLC 8
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF 8
Kimelman & Baird, LLC 8
iA Global Asset Management Inc. 8
Genus Capital Management Inc. 8
NOSIX - Northern Funds - Northern Stock Index Fund 8
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service 8
SPUBX - Symmetry Panoramic Trust - Symmetry Panoramic US Fixed Income Fund Class I Shares 8
L2 Asset Management, LLC 8
Woodmont Investment Counsel Llc 8
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF 8
Novare Capital Management Llc 8
Bridgecreek Investment Management, LLC 8
Cullen Capital Management, LLC 8
DAINX - Dunham Funds - Dunham International Stock Fund Class A 8
FLXCX - FIDELITY INCOME FUND /MA/ - Fidelity Flex Core Bond Fund 8
Epoch Investment Partners, Inc. 8
Medallion Wealth Advisors, LLC 8
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 8
Montgomery Investment Management Inc 8
HYFI - AB Active ETFs, Inc. - AB High Yield ETF 8
Successful Portfolios LLC 8
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund 8
Core Alternative Capital 8
BIGTX - Monteagle Funds - The Texas Fund Class I 8
FLVEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Value Enhanced Index Fund 8
McElhenny Sheffield Capital Management, LLC 8
TEVIX - TIAA-CREF FUNDS - TIAA-CREF Quant Large-Cap Value Fund Institutional Class 8
Simmons First Trust Co Na 8
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class 8
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class 8
Cardinal Point Capital Management, ULC 8
LifePlan Financial Group, Inc 8
ASDVX - American Century Investment Trust - Short Duration Strategic Income Fund Investor Class 8
Us Financial Advisors, Llc 8
NorthCrest Asset Manangement, LLC 8
NANC - Series Portfolios Trust - Unusual Whales Subversive Democratic Trading ETF 8
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A 8
Midwest Professional Planners, LTD. 8
FirstMerit Bank N A Trustee 8
Moody Lynn & Lieberson, Llc 8
Aevitas Wealth Management, Inc. 8
Corrado Advisors, Llc 8
EHGAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest Global Equity Fund Class A 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class 8
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 8
Woodline Partners LP 8
Arrow Investment Advisors, LLC 8
Grimes & Company, Inc. 8
First National Trust Co 8
Titleist Asset Management, Llc 8
M Holdings Securities, Inc. 8
Quaker Wealth Management, LLC 8
Spdr S&p 500 Etf Trust 8
Mutual of America Variable Insurance Portfolios, Inc. - Equity Index Portfolio Class 8
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. 8
Vanguard Capital Wealth Advisors 8
National Wealth Management Group, LLC 8
Folger Hill Asset Management LP 8
Cowen And Company, Llc 8
Samalin Investment Counsel, LLC 8
Seelaus Asset Management LLC 8
Stokes Family Office, LLC 8
Howard Wealth Management, Llc 8
XML Financial, LLC 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 8
Imprint Wealth LLC 8
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer Strategic Income VCT Portfolio : Class I 8
Pinnacle Holdings, LLC 8
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares 8
MBE Wealth Management, LLC 8
MAEQX - MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC - Equity Index Fund Class 8
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund 8
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 8
GMEMX - GMO TRUST - GMO Emerging Markets Fund Class II 8
Marino, Stram & Associates Llc 8
Centerpoint Advisors, LLC 8
JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 8
Graypoint LLC 8
Varma Mutual Pension Insurance Co 8
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares 8
Galaxy Capital Trading Ltd 8
Wealth Alliance Advisory Group, LLC 8
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 8
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A 8
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund 8
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C 8
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A 8
SUNAMERICA SERIES TRUST - SA Fixed Income Intermediate Index Portfolio Class 1 8
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A 8
S.A. Mason LLC 8
Pathway Financial Advisors LLC 8
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Global Equity Net Zero ETF 8
Hc Financial Advisors Inc 8
Nilsine Partners, LLC 8
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia 8
Creative Capital Management Investments LLC 8
Elo Mutual Pension Insurance Co 8
FSRLX - Advisors' Inner Circle Fund III - FS Chiron Real Asset Fund Class I 8
ELUSX - STONE RIDGE TRUST - Elements U.S. Portfolio Class M 8
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB 8
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB 8
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 8
Zrc Wealth Management, Llc 8
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8
AGF Investments America Inc. 8
SIFI - Harbor ETF Trust - Harbor Scientific Alpha Income ETF 8
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IA 8
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 8
Howard Capital Management Inc. 8
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB 8
Clark Estates Inc/ny 8
Chesapeake Wealth Management 8
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 8
FTBD - Fidelity Merrimack Street Trust - Fidelity Tactical Bond ETF 8
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8
Greenline Partners, LLC 8
Keating Investment Counselors Inc 8
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund 8
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 8
Unigestion Holding SA 8
City State Bank 8
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 8
Canal Capital Management, LLC 8
American Trust 8
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 8
Brand Asset Management Group, Inc. 8
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 8
Avitas Wealth Management LLC 8
Equitable Trust Co 8
Parcion Private Wealth LLC 8
Foundations Investment Advisors, LLC 8
CNRNX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Municipal High Income Fund Class N 8
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF 8
IVE - iSHARES TRUST - iShares S&P 500 Value ETF 8
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF 8
CBIZ Investment Advisory Services, LLC 8
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF 8
STXV - EA Series Trust - Strive 1000 Value ETF 8
Morningstar Investment Services LLC 8
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 8
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF 8
Red Door Wealth Management, LLC 8
VMPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Strategic Municipal Bond Fund Class A 8
DFSE - Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF 8
STGIX - VIRTUS ASSET TRUST - Virtus Seix Core Bond Fund Class A 8
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares 8
IVV - iSHARES TRUST - iShares Core S&P 500 ETF 8
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A 8
CRLSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 8
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A 8
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio 8
Roundview Capital LLC 8
Ccm Investment Advisers Llc 8
Cooper Financial Group 8
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A 8
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio 8
Dfpg Investments, Llc 8
Eurizon Capital SGR S.p.A. 8
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional 8
Graves-Light Private Wealth Management, Inc. 8
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional 8
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4 8
Confluence Wealth Services, Inc. 8
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 8
SISSX - VIRTUS ASSET TRUST - Virtus Seix Ultra-Short Bond Fund Class I 8
Allred Capital Management, LLC 8
Sirios Capital Management L P 8
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A 8
Smallwood Wealth Investment Management, LLC 8
Hardy Reed LLC 8
Prosperity Consulting Group, LLC 8
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 8
PACIFIC FUNDS SERIES TRUST - PF Short Duration Bond Fund CLASS P 8
Artisan Partners Limited Partnership 8
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I 8
Acima Private Wealth, Llc 8
CBPSX - VIRTUS ASSET TRUST - Virtus Seix Total Return Bond Fund Class A 8
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares 8
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I 8
Tcg Advisors, Lp 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. S&p 500 Index Fund Series Ii 8
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A 8
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF 8
WUSDX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Income Fund Administrator Class 8
Safeguard Financial, LLC 8
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class 8
JNL SERIES TRUST - JNL/Mellon S&P 1500 Value Index Fund (A) 8
GATEX - Gateway Trust - Gateway Fund Class A Shares 8
IVIOX - IVA Fiduciary Trust - IVA International Fund Class A 8
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A 8
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund 8
Steadfast Advisors Lp 8
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 8
Capital Wealth Alliance, LLC 8
Portman Square Capital LLP 8
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Long Government/Credit Bond Fund Class 1 8
Delaware Vip Trust - Delaware Vip Diversified Income Series Standard Class 8
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A 8
MBM Wealth Consultants, LLC 8
9258 Wealth Management, LLC 8
Empirical Asset Management, LLC 8
South Texas Money Management Ltd 8
Thoroughbred Financial Services, Llc 8
Deep Basin Capital LP 8
SILVER OAK SECURITIES, Inc 8
Chartwell Investment Partners, Llc 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined U.S. Core Portfolio Class I Shares 8
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 8
Gateway Wealth Partners, LLC 8
WELLS FARGO MASTER TRUST - Wells Fargo Index Portfolio Index Portfolio 8
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 8
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares 8
QAAGTX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Index 500 Portfolio 8
Seeyond 8
Resurgent Financial Advisors LLC 8
EHP Funds Inc. 8
1620 Investment Advisors, Inc. 8
Zullo Investment Group, Inc. 8
FLCGX - Meeder Funds - QUANTEX FUND Retail Class 8
DGIFX - FINANCIAL INVESTORS TRUST - The Disciplined Growth Investors Fund 8
Claris Advisors, Llc / Mo / 8
Angeles Wealth Management, Llc 8
Hoover Financial Advisors, Inc. 8
Meridian Wealth Advisors, LLC 8
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I 8
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 8
Nalls Sherbakoff Group, Llc 8
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares 8
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 8
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares 8
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares 8
New England Asset Management Inc 8
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I 8
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 8
Clark Wealth Partners 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 8
Brandywine Oak Private Wealth Llc 8
MONECO Advisors, LLC 8
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I 8
Clarfeld Financial Advisors, Llc 8
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Core Bond Fund Class I 8
LANSX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett National Tax-Free Income Fund Class A 8
FGINX - First Investors Equity Funds - First Investors Growth & Income Fund Class A 8
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 8
Occidental Asset Management, LLC 8
Atwater Malick LLC 8
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares 8
Romano Brothers And Company 8
JVRNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Income Opportunities Trust NAV 8
Grey Fox Wealth Advisors, LLC 8
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV 8
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund 8
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund 8
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 8
Means Investment Co., Inc. 8
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF 8
BKD Wealth Advisors, LLC 8
IIDPX - Natixis Funds Trust I - Loomis Sayles Multi-Asset Income Fund Class A 8
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF 8
Patriot Investment Management Inc. 8
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 8
ISAM Funds (UK) Ltd 8
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F 8
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 8
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F 8
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I 8
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F 8
GHYYX - PIONEER SERIES TRUST VII - Pioneer Global High Yield Fund : Class Y 8
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund 8
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T 8
Western Pacific Wealth Management, LP 8
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F 8
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 8
Redmont Wealth Advisors Llc 8
RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF 8
PACIFIC SELECT FUND - Equity Index Portfolio Class I 8
JTQBX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2050 Fund Class A 8
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 8
Oversea-Chinese Banking CORP Ltd 8
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund 8
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class 8
DMRL - Transamerica ETF Trust - DeltaShares S&P 500 Managed Risk ETF 8
VHDYX - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund Investor Shares 8
OneAscent Financial Services LLC 8
Mbb Public Markets I Llc 8
Triasima Portfolio Management inc. 8
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF 8
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class 8
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8
ADVANCED SERIES TRUST - AST Prudential Corporate Bond Portfolio 8
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 8
ADVANCED SERIES TRUST - AST Investment Grade Bond Portfolio 8
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 8
Eubel Brady & Suttman Asset Management Inc 8
BSCK - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2020 Corporate Bond ETF 8
Tacita Capital Inc 8
PWBAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Sector Trend Fund Class A 8
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class 8
Sustainable Insight Capital Management, LLC 8
Adviser Investments LLC 8
Osmosis Investment Management UK Ltd 8
Outfitter Financial LLC 8
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 8
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF 8
TVR Capital Management LP 8
Diversify Advisory Services, LLC 8
TSIAX - THORNBURG INVESTMENT TRUST - Thornburg Strategic Income Fund - Class A 8
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3 8
Optimal Asset Management, Inc. 8
Mowery & Schoenfeld Wealth Management, LLC 8
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 8
Dialectic Capital Management, Lp 8
Advanced Series Trust - Ast International Value Portfolio 8
F/M Investments LLC 8
Elgethun Capital Management 8
JT Stratford LLC 8
Profunds - Profund Vp Ultrabull 8
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 8
New Capital Management LP 8
Profunds - Profund Vp Bull 8
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund 8
Orion Capital Management LLC 8
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF 8
Sarofim Fayez 8
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF 8
Heritage Trust Co 8
Profunds - Profund Vp Large-cap Value 8
Oxford Financial Group Ltd 8
Kohmann Bosshard Financial Services, LLC 8
Focus Financial Network, Inc. 8
Chiron Investment Management, LLC 8
Mascoma Wealth Management LLC 8
MARSHALL WACE ASIA Ltd 8
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I 8
Clear Perspective Advisors, LLC 8
Sittner & Nelson, Llc 8
Stephenson National Bank & Trust 8
Franklin, Parlapiano, Turner & Welch, LLC 8
44 Wealth Management Llc 8
Aua Capital Management, Llc 8
GONFX - FundVantage Trust - Gotham Neutral 500 Fund Institutional Class 8
ELCO Management Co., LLC 8
Motiv8 Investments LLC 8
RGT Wealth Advisors, LLC 8
Sovereign Financial Group, Inc. 8
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class 8
New World Fund Inc 8
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund 8
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 8
GESGX - FundVantage Trust - Gotham ESG Large Value Fund Institutional Class 8
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 8
Basepoint Wealth LLC 8
Rikoon Group, LLC 8
Breakwater Investment Management 8
Stux Capital Management, LLC 8
VSTIX - VALIC Co I - Stock Index Fund 8
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class 8
TruNorth Capital Management, LLC 8
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class 8
MPS Loria Financial Planners, LLC 8
Wilmington Funds Management Corp 8
Wilmington Trust Investment Management, LLC 8
Wilmington Trust, National Association 8
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF 8
GACFX - FundVantage Trust - Gotham Absolute 500 Core Fund Institutional Class 8
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 8
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class 8
BLPIX - Profunds - Bull Profund Investor Class 8
Sullivan, Bruyette, Speros & Blaney, LLC 8
Alerus Financial Na 8
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF 8
IMCDX - Voya Separate Portfolios Trust - Voya Emerging Markets Corporate Debt Fund Class P 8
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 8
LMBJX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Dynamic US Large Cap Value Fund Class A 8
KCS Wealth Advisory 8
LRRAX - Legg Mason Global Asset Management Trust - QS Strategic Real Return Fund Class A 8
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Equity Index Fund Service 8
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 8
ULPIX - Profunds - Ultrabull Profund Investor Class 8
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 8
SmartHarvest Portfolios, LLC 7
Jabre Capital Partners S.A. 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 7
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 7
KG&L Capital Management,LLC 7
Tiger Eye Capital LLC 7
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 7
FIUTX - FIRST INVESTORS EQUITY FUNDS - First Investors Equity Income Fund CLASS A 7
Pinnacle Wealth Management Advisory Group, LLC 7
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 7
Gibbs Wealth Management 7
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P 7
Mountain Pacific Investment Advisers Inc/id 7
SENT - AdvisorShares Trust - AdvisorShares Alpha DNA Equity Sentiment ETF 7
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio 7
ACLEX - American Century Quantitative Equity Funds, Inc. - Nt Equity Growth Fund G Class 7
CFO4Life Group, LLC 7
Nicholas Investment Partners, LP 7
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF 7
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV 7
Richards, Merrill & Peterson, Inc. 7
Achievement Holdings L.P. 7
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares 7
Stableford Capital Ii Llc 7
Limestone Investment Advisors LP 7
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund 7
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF 7
Aspiriant, Llc 7
FLCEX - Fidelity Commonwealth Trust II - Fidelity Large Cap Core Enhanced Index Fund 7
Allen Capital Group, LLC 7
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF 7
Green Harvest Asset Management LLC 7
Carillon Tower Advisers, Inc. 7
Ironwood Financial, llc 7
Chilton Investment Co Llc 7
Polymer Capital Management (US) LLC 7
Resona Asset Management Co.,Ltd. 7
Ws Management Lllp 7
ABHIX - American Century Investment Trust - High-yield Fund Investor Class 7
EHIAX - EATON VANCE GROWTH TRUST - Eaton Vance Hexavest International Equity Fund Class A 7
Aviso Financial Inc. 7
Lake Street Financial Llc 7
CSTMX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group Short-Term Municipal Fund Share class 7
May Hill Capital, LLC 7
Empower Advisory Group, LLC 7
Institutional Investment Strategy Fund 7
Poehling Capital Management, LLC 7
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A 7
Guardian Wealth Management, Inc. 7
Deuterium Capital Management, LLC 7
NINE MASTS CAPITAL Ltd 7
ADMQX - Investment Managers Series Trust - 361 Domestic Long/Short Equity Fund Investor Class 7
KMDNX - KINETICS MUTUAL FUNDS INC - Kinetics Multi-Disciplinary Income Fund No Load 7
Greenwich Wealth Management LLC 7
Winthrop Capital Management, LLC 7
Tidemark, LLC 7
Prosperity Bancshares Inc 7
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares 7
Hellman Jordan Management Co Inc /ma/ 7
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio 7
Sheets Smith Wealth Management 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Global Income Fund Standard Class 7
Patten & Patten Inc/tn 7
FTHRX - FIDELITY SALEM STREET TRUST - Fidelity Intermediate Bond Fund 7
Rexford Capital Inc 7
Meyer Handelman Co 7
Kmg Fiduciary Partners, Llc 7
Paragon Wealth Strategies, LLC 7
Adams Wealth Management 7
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 7
Chesapeake Capital Corp /il/ 7
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 7
OMOM - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Momentum Factor ETF 7
DCM Advisors, LLC 7
Financial Synergies Wealth Advisors, Inc. 7
Leisure Capital Management 7
Aft, Forsyth & Company, Inc. 7
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional 7
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A 7
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF 7
Segantii Capital Management Ltd 7
Marathon Capital Management 7
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class 7
denkapparat Operations GmbH 7
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A 7
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI 7
OTRFX - Advisors Preferred Trust - OnTrack Core Fund Investor Class Shares 7
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio 7
Starfire Investment Advisers, Inc. 7
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES 7
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF 7
Penobscot Investment Management Company, Inc. 7
Jackson, Grant Investment Advisers, Inc. 7
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF 7
Evolution Wealth Management Inc. 7
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A 7
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class 7
GHVIX - GMO TRUST - GMO High Yield Fund Class VI 7
Advanced Portfolio Management, LLC 7
DFEV - Dimensional ETF Trust - Dimensional Emerging Markets Value ETF 7
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf 7
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio 7
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF 7
Markston International Llc 7
Princeton Capital Management Llc 7
Indices-Pac Research Corp. 7
Penn Capital Management Co Inc 7
HDVAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford International Equity Fund Class A 7
Carolina Wealth Advisors, LLC 7
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares 7
EXFLX - EATON VANCE INVESTMENT TRUST - Eaton Vance Floating-Rate Municipal Income Fund Class A 7
RSIAX - VICTORY PORTFOLIOS - Victory Strategic Income Fund Class A 7
Tilia Fiduciary Partners, Inc. 7
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF 7
Ti-trust, Inc 7
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF 7
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund 7
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 7
KEAT - EA Series Trust - Keating Active ETF 7
Steel Peak Wealth Management LLC 7
Northwest Bancshares, Inc. 7
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III 7
LGPIX - Profunds - Large-cap Growth Profund Investor Class 7
Bach Investment Advisors Ltd 7
Dynasty Wealth Management, Llc 7
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y 7
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF 7
Global Assets Advisory, LLC 7
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF 7
Secure Asset Management, LLC 7
Arvest Bank Trust Division 7
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares 7
Smith, Moore & Co. 7
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V 7
First American Trust, Fsb 7
Woodard & Co Asset Management Group Inc /adv 7
American Assets Investment Management, LLC 7
Berkshire Asset Management Llc/pa 7
SHIGX - Stone Harbor Investment Funds - Stone Harbor Investment Grade Fund Institutional Class 7
Southern Michigan Bank & Trust 7
Mairs & Power Inc 7
Allstate Investment Management Co 7
TAP Consulting, LLC 7
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A 7
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor 7
Nexus Asset Management LLC 7
Pine Valley Investments Ltd Liability Co 7
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF 7
FRSTX - Franklin Strategic Series - Franklin Strategic Income Fund Class A 7
MNHYX - MANNING & NAPIER FUND, INC. - High Yield Bond Series Class S 7
Harbor Financial Services, Llc 7
Founders Financial Securities Llc 7
La Banque Postale Asset Management SA 7
Red Tortoise LLC 7
Hennion & Walsh Asset Management, Inc. 7
Norway Savings Bank 7
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I 7
Tobias Financial Advisors, Inc. 7
Nicolet Advisory Services, Llc 7
SkyOak Wealth, LLC 7
IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A 7
Argent Financial Group, Inc. 7
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 7
Heartwood Wealth Advisors LLC 7
VUVLX - VANGUARD MALVERN FUNDS - Vanguard U.S. Value Fund Investor Shares 7
Pavion Blue Capital, LLC 7
Ruggaard & Associates LLC 7
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 7
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund 7
DMFFX - Brinker Capital Destinations Trust - Destinations Municipal Fixed Income Fund Class I 7
Pathway Financial Advisers, LLC 7
Augustine Asset Management Inc 7
Liberty Capital Management, Inc. 7
Curbstone Financial Management Corp 7
Capital International Inc /ca/ 7
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 7
Orleans Capital Management Corp/la 7
Bridgewater Advisors Inc. 7
TBH Global Asset Management, LLC 7
Beese Fulmer Investment Management, Inc. 7
Firestone Capital Management 7
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 7
ORFN - Tidal ETF Trust - Constrained Capital ESG Orphans ETF 7
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares 7
Hills Bank & Trust Co 7
Abacus Planning Group, Inc. 7
Bnp Paribas 7
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 7
Main Street Financial Solutions, LLC 7
JPEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF 7
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Dividend ETF 7
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R 7
Morgan Stanley India Investment Fund, Inc. 7
Winthrop Partners - Wny, Llc 7
Onefund, Llc 7
Invesco Municipal Trust 7
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio 7
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 7
VSM Wealth Advisory, LLC 7
Brewin Dolphin Wealth Management Ltd 7
FFPIX - FIDELITY CONTRAFUND - Fidelity Flex Opportunistic Insights Fund 7
New England Capital Financial Advisors LLC 7
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares 7
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF 7
Harvest Group Wealth Management, Llc 7
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 7
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF 7
Mobius Capital Management, Llc 7
Team Hewins, LLC 7
Vision Retirement, LLC 7
IMFI - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Income ETF 7
SUNAMERICA SERIES TRUST - SA Invesco VCP Equity-Income Portfolio Class 3 7
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares 7
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y 7
Odey Asset Management Group Ltd 7
SUNAMERICA SERIES TRUST - SA Templeton Foreign Value Portfolio Class 2 7
Curio Wealth, Llc 7
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R 7
Energy Income Partners, LLC 7
Principal Street Partners, LLC 7
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 7
LDPCX - Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund Class C Shares 7
Legacy Capital Group California, Inc. 7
TOPTX - Managed Portfolio Series - Tortoise Energy Evolution Fund A Class Shares 7
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares 7
Horizon Bancorp Inc /in/ 7
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 7
Atlas Private Wealth Management 7
RBA Wealth Management, LLC 7
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF 7
BRBPX - BRIDGEWAY FUNDS INC - Managed Volatility Fund Class N 7
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares 7
Legg Mason Investment Counsel & Trust Co., N.A. 7
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF 7
SYNTAX ETF TRUST - Syntax Stratified MidCap ETF 7
Thor Advisors, Llc 7
Western Asset Management Company, LLC 7
ELINX - STONE RIDGE TRUST - Elements International Portfolio Class M 7
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 7
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 7
Silvant Capital Management LLC 7
Gwn Securities Inc. 7
PACIFIC SELECT FUND - Comstock Portfolio Class I 7
25 Llc 7
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 7
one8zero8, LLC 7
Monticello Wealth Management, Llc 7
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund 7
Fiduciary Financial Services Of The Southwest Inc /tx 7
Aureus Asset Management, LLC 7
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 7
EQ ADVISORS TRUST - EQ/Franklin Strategic Income Portfolio Class IB 7
GOFIX - GMO TRUST - GMO Resources Fund Class III 7
USLB - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Low Beta Equal Weight ETF 7
S&t Bank/pa 7
GVIZX - GuideStone Funds - Value Equity Index Fund Investor 7
Lombard Odier & Cie (Bahamas) Ltd 7
EQ ADVISORS TRUST - EQ/BlackRock Basic Value Equity Portfolio Class IA 7
HISCX - Hartford Hls Series Fund Ii Inc - Hartford Small Cap Growth Hls Fund Ia 7
Atala Financial Inc 7
Sandy Cove Advisors, LLC 7
ZSPY - ASYMmetric ETFs Trust - ASYMmetric Smart Alpha S&P 500 ETF 7
Putnam Global Natural Resources Fund 7
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 7
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF 7
Enterprise Trust & Investment Co 7
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF 7
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF 7
Barings Participation Investors 7
Duquesne Family Office LLC 7
Soltis Investment Advisors LLC 7
Mosley Wealth Management 7
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IA 7
Sound View Wealth Advisors Group, LLC 7
Legend Financial Advisors, Inc. 7
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A 7
Patton Fund Management, Inc. 7
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF 7
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares 7
Tranquility Partners, LLC 7
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7
Osbon Capital Management Llc 7
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF 7
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF 7
FULTX - FIDELITY INVESTMENT TRUST - Fidelity Flex International Fund 7
FRG Family Wealth Advisors LLC 7
Fifth Third Wealth Advisors LLC 7
Hcim Trust 7
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF 7
Close Asset Management Ltd 7
MidWestOne Financial Group, Inc. 7
Meixler Investment Management, Ltd. 7
Veracity Capital LLC 7
Comprehensive Financial Consultants Institutional, Inc. 7
Bronson Point Management LLC 7
EQ ADVISORS TRUST - Multimanager Mid Cap Value Portfolio Class IA 7
Keudell/Morrison Wealth Management 7
SA FUNDS INVESTMENT TRUST - SA International Value Fund 7
LMR Master Fund Ltd 7
Mitchell Capital Management Co 7
Cito Capital Group, LLC 7
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 7
Nicholas Hoffman & Company, LLC. 7
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF 7
Reaves W H & Co Inc 7
Dean Investment Associates, Llc 7
FEHY - FlexShares Trust - FlexShares ESG & Climate High Yield Corporate Core Index Fund 7
DFIV - Dimensional ETF Trust - Dimensional International Value ETF 7
HYND - WisdomTree Trust - WisdomTree Negative Duration High Yield Bond Fund N/A 7
Riversedge Advisors, Llc 7
Pflug Koory, LLC 7
Peterson Financial Group, Inc. 7
Boenning & Scattergood, Inc. 7
Argentarii, LLC 7
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF 7
Delta Financial Group, Inc. 7
Numina Capital Management, LLC 7
Howland Capital Management Llc 7
Nuveen High Income 2020 Target Term Fund 7
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 7
Skba Capital Management Llc 7
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund 7
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF 7
Opal Capital Llc 7
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF 7
MEMBERS Trust Co 7
IWM - iSHARES TRUST - iShares Russell 2000 ETF 7
Canyon Capital Advisors Llc 7
First Business Financial Services, Inc. 7
Carderock Capital Management Inc 7
ACVF - ETF Opportunities Trust - American Conservative Values ETF 7
NWXIX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Global High Yield Fund Class A 7
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF 7
Livelsberger Financial Advisory 7
Iron Horse Wealth Management, LLC 7
United Capital Management of KS, Inc. 7
Fwl Investment Management, Llc 7
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 7
Lionsbridge Wealth Management LLC 7
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund 7
Demars Financial Group, LLC 7
Vision Financial Markets Llc 7
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund 7
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I) 7
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF 7
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A 7
JTQDX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2015 Fund Class I 7
EIINX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Opportunities Fund Class R6 7
Hobart Private Capital, LLC 7
MPSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Inflation-Protected and Income Fund Class A 7
Wellington Grp LLC 7
NFRAX - NUVEEN INVESTMENT TRUST III - Nuveen Symphony Floating Rate Income Fund Class A 7
Eisler Capital (US) LLC 7
AIA Group Ltd 7
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF 7
WSSCX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term Municipal Bond Fund Class C 7
Synergy Investment Management, LLC 7
Level Financial Advisors, Inc. 7
Bell Rock Capital Llc 7
Rocky Mountain Advisers, Llc 7
Bedrijfstakpensioenfonds Voor De Media Pno 7
Banyan Partners, LLC 7
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF 7
TIAA Wealth Investment Management LLC 7
Private Capital Management Inc 7
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class 7
SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7
Joseph Group Capital Management 7
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I 7
Sowa Financial Group, Inc. 7
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 7
New Hampshire Trust 7
EFG Asset Management (Americas) Corp. 7
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF 7
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 7
Tiaa-cref Individual & Institutional Services, Llc 7
Convergence Financial, LLC 7
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A 7
Ahl Investment Management, Inc. 7
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A 7
Goodwin Investment Advisory 7
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 7
Scissortail Wealth Management, LLC 7
Narus Financial Partners, LLC 7
Delta Investment Management, LLC 7
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 7
Landsberg, Bennett, & Dubbaneh LLC 7
Brighthouse Funds Trust I - Brighthouse/Franklin Low Duration Total Return Portfolio Class A 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class 7
UBCB - ETF Opportunities Trust - UBC Algorithmic Fundamentals ETF 7
Clifford Swan Investment Counsel Llc 7
M&G Plc 7
Breakwater Capital Group 7
Navalign, LLC 7
Pioneer Series Trust V - Pioneer Corporate High Yield Fund : Class A 7
Foster Group, Inc. 7
Perpetual Investment Management Ltd 7
Czech National Bank 7
Inlet Private Wealth, LLC 7
Painted Porch Advisors LLC 7
Highfields Capital Management Lp 7
Voya Asia Pacific High Dividend Equity Income Fund 7
Turning Point Benefit Group, Inc. 7
Sunnymeath Asset Management, Inc. 7
Sage Capital Advisors,llc 7
Fedenia Advisers LLC 7
Nuveen Multi-market Income Fund 7
TruWealth Advisors, LLC 7
Voya International High Dividend Equity Income Fund 7
IMFP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Plus Fixed Income ETF 7
Bank & Trust Co 7
ADSCX - ALLSPRING FUNDS TRUST - Allspring U.S. Long/Short Equity Fund Class C 7
MLUAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid-Cap Value Fund Class A 7
PRFSX - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. - T. Rowe Price Tax-Free Short-Intermediate Fund, Inc. 7
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A 7
Bank of Jackson Hole Trust 7
ESHAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Short Duration High Income Fund Class A 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3 7
National Investment Services Inc /wi 7
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 7
JS Capital Management LLC 7
Fideuram Asset Management (Ireland) dac 7
Bcm Advisors, Llc 7
Foster Dykema Cabot & Partners, Llc 7
EMCB - WisdomTree Trust - WisdomTree Emerging Markets Corporate Bond Fund N/A 7
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 7
Roman Butler Fullerton & Co 7
FITAX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Exempt Income Fund Class A 7
Grandview Asset Management LLC 7
1 North Wealth Services Llc 7
MAINSTAY VP FUNDS TRUST - MainStay VP Emerging Markets Equity Portfolio Initial Class 7
QUSVX - QUAKER INVESTMENT TRUST - Quaker Small/Mid-Cap Impact Value Fund Advisor Class 7
Mystic Asset Management, Inc. 7
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 7
Murchinson Ltd. 7
Peconic Partners Llc 7
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class 7
Oak Thistle LLC 7
Reuter James Wealth Management, Llc 7
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A 7
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 7
TBUX - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Ultra Short-Term Bond ETF 7
Lombard Odier & Cie (Canada), Limited Partnership 7
Strategic Capital Alternatives LLC 7
CMT Asset Management Ltd 7
Thornburg Investment Management Inc 7
Capitolis Advisors LLC 7
Commonwealth Retirement Investments LLC 7
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF 7
Merrion Investment Management Co, LLC 7
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF 7
CRA Financial Services, LLC 7
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A 7
Clayton Financial Group LLC 7
MSD Partners, L.P. 7
Marcum Wealth, LLC 7
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A 7
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 7
Central Pacific Bank - Trust Division 7
Frec Markets, Inc. 7
Strategic Investment Advisors / MI 7
NMHAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal High Income Fund Class A 7
USVT - Ultimus Managers Trust - US VALUE ETF 7
Costello Asset Management, INC 7
Mizuho Securities Usa Llc 7
Kentucky Trust Co 7
Greenfield Savings Bank 7
Bowen Hanes & Co Inc 7
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 7
NMUIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Municipal Intermediate Bond Fund Investor Class 7
Cedar Brook Financial Partners, LLC 7
Greenwood Gearhart Inc 7
NSPI - ETF Series Solutions - Nationwide S&P 500 Risk-Managed Income ETF 7
AlphaStar Capital Management, LLC 7
Armbruster Capital Management, Inc. 7
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A 7
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I 7
Federated Core Trust Ii 7
FIRNX - FIDELITY INCOME FUND /MA/ - Fidelity Simplicity RMD Income Fund 7
Northwest Quadrant Wealth Management, LLC 7
Paradigm Financial Advisors, LLC 7
TVMAX - Transparent Value Trust - Guggenheim RBP Large-Cap Market Fund Class A 7
Reston Wealth Management Llc 7
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 7
Ankerstar Wealth, LLC 7
TVRAX - Transparent Value Trust - Guggenheim Directional Allocation Fund Class A 7
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A 7
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A 7
FJ Investments, LLC 7
CAMG Solamere Management, LLC 7
TVEAX - Transparent Value Trust - Guggenheim RBP Dividend Fund Class A 7
BGLSX - RBB FUND, INC. - Boston Partners Global Long/Short Fund Institutional Class 7
Summit X, LLC 7
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I 7
Truehand, Inc 7
Stuart Chaussee & Associates, Inc. 7
DTMIX - Dfa Investment Dimensions Group Inc - Tax-managed Dfa International Value Portfolio 7
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A 7
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A 7
Mizuho Securities Co. Ltd. 7
Aspect Partners, LLC 7
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R 7
LDPAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Private Equity Buyout Index Fund Class A 7
Provence Wealth Management Group 7
Lodestone Wealth Management LLC 7
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF 7
Sovran Advisors, LLC 7
First National Bank of South Miami 7
Signator Financial Services, Inc. 7
Putnam Municipal Opportunities Trust 7
One River Asset Management, LLC 7
CPI - IndexIQ ETF Trust - IQ Real Return ETF 7
Blackrock California Municipal Income Trust 7
LAAAX - WESTERN ASSET FUNDS INC - Western Asset Macro Opportunities Fund Class A 7
Apella Capital, LLC 7
Capital Impact Advisors, LLC 7
Steinberg Global Asset Management 7
Filbrandt Wealth Management, LLC 7
Analyst IMS Investment Management Services Ltd. 7
EENAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Energy and Natural Resources Fund Class A 7
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 7
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF 7
SG Trading Solutions, LLC 7
BNAAX - Ubs Funds - Ubs Dynamic Alpha Fund Class A 7
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 7
Total Wealth Planning & Management, Inc. 7
StellarOne CORP 7
Fca Corp /tx 7
Nicolet Bankshares Inc 7
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund 7
ACEVX - American Century World Mutual Funds Inc - International Value Fund Investor Class 7
Ethos Financial Group, LLC 7
Anchorage Capital Group, L.L.C. 7
West Coast Financial LLC 7
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF 7
Western Financial Corp/CA 7
Pinnacle Wealth Advisors 7
Douglass Winthrop Advisors, LLC 7
Carret Asset Management, Llc 7
SlateStone Wealth, LLC 7
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 7
Farmers & Merchants Trust Co of Long Beach 7
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF 7
LaSalle St. Investment Advisors, LLC 7
DIEM - Franklin Templeton ETF Trust - Franklin LibertyQ Emerging Markets ETF 7
Chemung Canal Trust Co 7
GMSDX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Macro Allocation Strategy Fund Class A 7
Chatham Capital Group, Inc. 7
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A 7
Fishman Jay A Ltd/mi 7
Financial Connections Group, Inc. 7
Southland Equity Partners LLC 7
POM Investment Strategies, LLC 7
Wallington Asset Management, LLC 7
Cladis Investment Advisory, LLC 7
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 7
Oppenheimer Dividend Opportunity Fund 7
Vista Private Wealth Partners. LLC 7
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF 7
Wilkerson Advisory Group LLC 7
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF 7
United Financial Planning Group LLC 7
Cornerstone Advisors, LLC 7
Templeton Emerging Markets Fund 7
CHEP - AGF Investments Trust - AGFiQ U.S. Market Neutral Value Fund 7
FASAX - SUNAMERICA SERIES, INC. - AIG Multi-Asset Allocation Fund Class A 7
BLACKROCK MUNICIPAL SERIES TRUST - BlackRock Strategic Municipal Opportunities Fund of BlackRock Municipal Series Trust Investor A1 7
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares 7
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 7
Magnus Financial Group LLC 7
SDSAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Income Fund Class A 7
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 7
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3 7
Blueprint Investment Partners LLC 7
Financial Life Planners 7
E&G Advisors, LP 7
D. Scott Neal, Inc. 7
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Limited-Term Government Fund Class C 7
LEQINC - FIRST INVESTORS LIFE SERIES FUNDS - First Investors Life Series Equity Income Fund FIRST INVESTORS LIFE SERIES EQUITY INCOME FUND 7
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 7
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class 7
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3 7
Bamco Inc /ny/ 7
Navigoe, LLC 7
River & Mercantile Asset Management Llp 7
BSJM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 High Yield Corporate Bond ETF 7
Corsair Capital Management, L.p. 7
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 7
Menard Financial Group LLC 7
Family Capital Trust Co 7
Founders Bank & Trust 7
DMFRX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS U.S. Multi-Factor Fund Class R6 7
Almanack Investment Partners, LLC. 7
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A 7
Hoese & Co LLP 7
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF 7
Rockland Trust Co 7
Intersect Capital LLC 7
TrueMark Investments, LLC 7
Isthmus Partners, Llc 7
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 7
SECEX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Large Core Fund A 7
PREMX - T. Rowe Price International Funds, Inc. - T. Rowe Price Emerging Markets Bond Fund 7
Fund Management at Engine No. 1 LLC 7
GTFBX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Georgia Tax-Free Bond Fund 7
Stamos Capital Partners, L.p. 7
WABMX - WILMINGTON FUNDS - Wilmington Broad Market Bond Fund Class A Shares 7
Decatur Capital Management, Inc. 7
BLACKROCK EMERGING MARKETS FUND, INC. - BLACKROCK EMERGING MARKETS FUND, INC. Investor A 7
KAMES CAPITAL management Ltd 7
SSDIX - DEUTSCHE DWS INVESTMENT TRUST - DWS Small Cap Growth Fund Institutional Class 7
Avantra Family Wealth, Inc. 7
Triangle Securities Wealth Management 7
Aberdeen Global Income Fund Inc 7
QGMIX - AQR Funds - AQR Global Macro Fund Class I 7
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 7
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund 7
Sanibel Captiva Trust Company, Inc. 7
Marshall & Sterling Wealth Advisors Inc. 7
Green Owl Capital Management, LLC 7
VSHY - Virtus ETF Trust II - Virtus Newfleet Dynamic Credit ETF 7
First Community Trust Na 7
Valicenti Advisory Services Inc 7
Lodestar Investment Counsel Llc/il 7
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF 7
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF 7
GIYAX - GUGGENHEIM FUNDS TRUST - Guggenheim Ultra Short Duration Fund Class A 7
Azimuth Capital Investment Management LLC 7
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A) 7
St Germain D J Co Inc 7
MML Series Investment Fund II - MML Asset Momentum Fund Class II 7
NEOS Investment Management LLC 7
Rogco, Lp 7
PPIAX - DEUTSCHE DWS INCOME TRUST - DWS Short Duration Fund Class A 7
Torch Wealth Management LLC 7
Peddock Capital Advisors, Llc 7
QTELX - AQR Funds - AQR TM Emerging Multi-Style Fund Class I 7
Blue Fin Capital, Inc. 7
Concorde Asset Management, LLC 7
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 7
Aspen Investment Management Inc 7
Community Financial Services Group, LLC 7
Bayban 7
Sanders Capital, LLC 7
Randolph Co Inc 7
Portolan Capital Management, LLC 7
United Community Bank 7
PGABX - PIONEER SERIES TRUST VII - Pioneer Global Multisector Income Fund : Class A Shares 7
Guggenheim Variable Funds Trust - SERIES E (TOTAL RETURN BOND SERIES) A 7
Forsta Ap-fonden 7
Cubic Asset Management, LLC 7
Strategic Advocates LLC 7
Texas Capital Bank Wealth Management Services Inc 7
Hosking Partners LLP 7
Sabal Trust CO 7
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class 7
Cutler Capital Management, LLC 7
Mirae Asset Discovery Funds - Mirae Asset Emerging Markets Great Consumer VIT Fund Class I Shares 7
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF 7
ESSAX - Ashmore Funds - Ashmore Emerging Markets Small-Cap Equity Fund Class A 7
TDEAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Dynamic Equity Fund A 7
Murphy Capital Management Inc 7
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares 7
Asset Advisors Corp 7
Financiere des Professionnels - Fonds d,investissement inc. 7
Crews Bank & Trust 7
AEDVX - American Century International Bond Funds - Emerging Markets Debt Fund Investor Class 7
Guggenheim Variable Funds Trust - SERIES A (STYLEPLUS - LARGE CORE SERIES) A 7
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF 7
Trust Point Inc. 7
Virtus Total Return Fund Inc. 7
1776 Wealth LLC 7
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A 7
HLLVX - JPMORGAN TRUST II - JPMorgan Short Duration Bond Fund Class I 7
Susquehanna International Group Ltd. 7
Cloud Capital Management, LLC 7
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A 7
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio 7
Ostrum Asset Management 7
Thompson Investment Management, Inc. 7
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A 7
Canandaigua National Bank & Trust Co 7
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A 7
Naples Global Advisors, Llc 7
Mcguire Capital Advisors Inc 7
Campbell Wealth Management 7
Buck Wealth Strategies, LLC 7
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class 7
IBDU - iSHARES TRUST - iShares iBonds Dec 2029 Term Corporate ETF 7
55i, Llc 7
Hoey Investments, Inc 7
Beacon Trust Co 7
Addison Capital Co 7
Diligent Investors, LLC 7
Advisor Consultant Network Inc 7
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF 7
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class 7
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF 7
Alpine Total Dynamic Dividend Fund 7
Havemeyer Place LP 7
American Research & Management Co. 7
Water Island Capital Llc 7
UNIVEST FINANCIAL Corp 7
Mechanics Bank Trust Department 7
Blue Bell Private Wealth Management, Llc 7
Arvest Trust Co N A 7
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class 7
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF 7
Chessman Wealth Strategies Ria 7
BRASX - Blackrock Allocation Target Shares - Bats Series S 7
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 7
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF 7
Whalerock Point Partners, Llc 7
Heron Financial Group, Llc 7
Signature Estate & Investment Advisors Llc 7
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund 7
Fortem Financial Group, Llc 7
Alpine Series Trust 7
SFVAX - SUNAMERICA SERIES, INC. - AIG Strategic Value Fund Class A 7
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 7
RPIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Credit Fund 7
Actinver Wealth Management, Inc. 7
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF 7
FUKOKU MUTUAL LIFE INSURANCE Co 7
Kozak & Associates, Inc. 7
SHLDX - Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund Institutional 7
Zions Trust, National Association 7
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 7
QLRIX - AQR Funds - AQR Large Cap Relaxed Constraint Equity Fund Class I 7
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund 7
Range Financial Group LLC 7
Cohen Capital Management, Inc. 7
Narwhal Capital Management 7
Belmont Capital, LLC 7
Magnolia Wealth Management, LLC 7
Argyle Capital Management Inc. 7
Gary Goldberg Planning Services Inc 7
GFIVX - FundVantage Trust - Gotham Absolute 500 Fund Institutional Class Shares 7
VACVX - VALIC Co II - Large Cap Value Fund 7
nVerses Capital, LLC 7
Weatherly Asset Management L. P. 7
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 7
Magnolia Capital Advisors Llc 7
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 7
Birmingham Capital Management Co Inc/al 7
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF 7
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares 7
HDAW - DBX ETF TRUST - Xtrackers MSCI All World ex US High Dividend Yield Equity ETF 7
Brooklands Fund Management Ltd 7
Parasol Investment Management, LLC 7
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF 7
Kenfarb & Co. 7
Securian Funds Trust - SFT Dynamic Managed Volatility Fund 7
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF 7
Clarus Group, Inc. 7
Friedenthal Financial 7
Profunds - Profund Vp Large-cap Growth 7
Carnick & Kubik, LLC 7
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 7
Turtle Creek Wealth Advisors, LLC 7
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco U.S. Managed Volatility Fund Class R6 7
GlobalBridge, Inc. 7
NWF Advisory Services Inc. 7
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A 7
OSTAX - JPMORGAN TRUST II - JPMorgan Short-Intermediate Municipal Bond Fund Class A 7
YHB Investment Advisors, Inc. 7
Reyes Financial Architecture, Inc. 7
Capital International Ltd /ca/ 7
Rakuten Investment Management, Inc. 7
ForthRight Wealth Management, LLC 7
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N 7
Pillar Pacific Capital Management Llc 7
Hobbs Group Advisors, LLC 7
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF 7
Baldwin Investment Management, LLC 7
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 7
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF 7
Capital International Sarl 7
BLB&B Advisors, LLC 7
SCIU - Global X Funds - Global X Scientific Beta US ETF 7
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 7
Vivid Wealth Management, LLC 7
First United Bank Trust/ 7
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 7
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 7
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund 7
Regent Investment Management LLC 7
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 7
Custom Index Systems, Llc 7
Blue Capital, Inc. 7
Keystone Wealth Services, LLC 7
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF 7
WFA of San Diego, LLC 7
Cornerstone Advisors Inc 7
REAEX - RUSSELL INVESTMENT CO - Equity Income Fund Class E 7
Widmann Financial Services, Inc. 7
Cobblestone Capital Advisors Llc /ny/ 7
Blue Chip Partners, Inc. 7
VanEck Funds 7
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 7
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 7
Bear Mountain Capital, Inc. 7
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A 7
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc. 7
Mufg Securities Americas Inc. 7
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II 7
NMIEX - Northern Funds - Active M International Equity Fund 7
TILDX - CENTAUR MUTUAL FUNDS TRUST - DCM/INNOVA High Dividend Income Innovation Fund 7
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A 7
Keebeck Wealth Management, LLC 7
Atlas Private Wealth Advisors 7
Boulder Hill Capital Management Lp 7
NOIEX - Northern Funds - Northern Income Equity Fund 7
Third Point LLC 7
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares 7
Vima Llc 7
Westchester Capital Management, Inc. 7
VVIFX - Voya MUTUAL FUNDS - Voya VACS Series EME Fund 7
Royce & Associates Lp 7
CPLS - AB Active ETFs, Inc. - AB Core Plus Bond ETF 7
Davis R M Inc 7
Brown Financial Advisors 7
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio 7
Bar Harbor Trust Services 7
PQLC - PGIM ETF TRUST - PGIM QMA Strategic Alpha Large-Cap Core ETF 7
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 7
SCFZX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM Securitized Credit Fund Class Z 7
Naples Money Management LLC 7
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund 7
Sierra Capital LLC 7
GAFAX - Natixis Funds Trust II - ASG Global Alternatives Fund Class A 7
JPICX - JPMorgan Trust I - JPMorgan California Tax Free Bond Fund Class I 7
USMAX - Natixis Funds Trust II - ASG Tactical U.S. Market Fund Class A 7
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund 7
Dividend & Income Fund 7
Monetta Financial Services Inc 7
NBIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Capital Allocation Moderate Aggressive Portfolio Class A 7
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 7
Everett Harris & Co /ca/ 7
BEMIX - BRANDES INVESTMENT TRUST - Brandes Emerging Markets Value Fund Class I 7
B & T Capital Management DBA Alpha Capital Management 7
Birchbrook, Inc. 7
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF 7
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares 7
Bornite Capital Management LP 7
Cynosure Management, Llc 7
RIGS - ALPS ETF Trust - RiverFront Strategic Income Fund 7
Semper Trust Co. 7
Rainier Group Investment Advisory LLC 7
Daymark Wealth Partners, Llc 7
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS 7
NSMMX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Municipal Bond Fund Class A 7
McCarthy Asset Management, Inc. 7
INTAX - Columbia Funds Series Trust II - Columbia Strategic Municipal Income Fund Class A 7
SHNAX - SUNAMERICA INCOME FUNDS - AIG Flexible Credit Fund Class A 7
Constellation Wealth Advisors, LLC 7
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 7
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 7
ESGW - Columbia ETF Trust I - Columbia Sustainable Global Equity Income ETF 7
Vista Investment Partners Llc 7
ABUAX - Columbia Funds Series Trust II - Columbia Capital Allocation Moderate Portfolio Class A 7
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund 7
Karpas Strategies, Llc 7
Edge Capital Group, LLC 7
Semanteon Capital Management, LP 7
PLRG - Principal Exchange-Traded Funds - Principal U.S. Large-Cap Adaptive Multi-Factor ETF 7
PHYL - PGIM ETF TRUST - PGIM Active High Yield Bond ETF 7
INEQ - Columbia ETF Trust I - Columbia Sustainable International Equity Income ETF 7
FHIIX - FEDERATED HIGH INCOME BOND FUND INC - FEDERATED HIGH INCOME BOND FUND INC Class A Shares 7
Keeley Asset Management Corp 7
STRV - EA Series Trust - Strive 500 ETF 7
NOLCX - Northern Funds - Northern Large Cap Core Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 7
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 7
Burke & Herbert Bank & Trust Co 7
NURE - Nushares ETF Trust - Nuveen Short-Term REIT ETF 7
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 7
DWPP - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dorsey Wright People's Portfolio ETF 7
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N 7
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 7
PEVC - Pacer Funds Trust - Pacer PE/VC ETF 7
Supplemental Annuity Collective Trust of NJ 7
NPSAX - Nuveen Investment Trust V - Nuveen Preferred Securities and Income Fund Class A 7
TGMBX - TARGET PORTFOLIO TRUST - PGIM CORPORATE BOND FUND Class Z 7
Numerai GP LLC 7
Semper Augustus Investments Group Llc 7
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares 7
Ifrah Financial Services, Inc. 7
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 7
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I 7
Pegasus Partners Ltd. 7
Brendel Financial Advisors LLC 7
Knuff & Co LLC 7
PRUDENTIAL SERIES FUND - HIGH YIELD BOND PORTFOLIO Class I 7
EQ ADVISORS TRUST - EQ/Intermediate Corporate Bond Portfolio Class IB 7
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF 7
PlanVest Financial, Inc 7
Baring International Investment Ltd 7
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares 7
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF 7
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund 7
Fidelity Multi-Strategy Credit Fund 7
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 7
First National Bank of Mount Dora, Trust Investment Services 7
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund 7
FCGEX - Fiera Capital Series Trust - Fiera Capital Global Equity Fund Investor Class 7
Patton Albertson Miller Group, Llc 7
JHHBX - JOHN HANCOCK BOND TRUST - John Hancock High Yield Fund Class A 7
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A 7
Ironsides Asset Advisors, LLC 7
Telemark Asset Management, LLC 7
Cognios Capital, LLC 7
Hilton Capital Management, LLC 7
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares 7
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF 7
Morse Asset Management, Inc 7
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares 7
Signature Resources Capital Management, LLC 7
Piscataqua Savings Bank 7
Cornerstone Strategic Value Fund Inc 7
Allianz Se 7
Cornerstone Total Return Fund Inc 7
Pensionfund DSM Netherlands 7
PEMIX - PIMCO FUNDS - PIMCO Emerging Markets Corporate Bond Fund Institutional 7
Sendero Wealth Management, LLC 7
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 7
PCM Encore, LLC 7
BRAMX - Blackrock Allocation Target Shares - Bats Series M 7
Danske Bank A/s 7
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF 7
Gilder Gagnon Howe & Co Llc 7
F&V Capital Management, LLC 7
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 7
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 7
Transform Wealth, LLC 7
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 7
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A 7
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 7
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF 7
Tradewinds, LLC. 7
FEOVX - FIRST EAGLE VARIABLE FUNDS - First Eagle Overseas Variable Fund 7
First Financial Bank - Trust Division 7
Tuscan Ridge Asset Management Llc 7
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I 7
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund 7
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A 7
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares 7
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 7
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Value Fund Class I 7
Blackrock Enhanced Global Dividend Trust 7
Strive Financial Group ,LLC 7
Df Dent & Co Inc 7
Western Asset Premier Bond Fund 7
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF 7
Prevail Innovative Wealth Advisors, Llc 7
Catalyst Financial Partners Llc 7
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares 7
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A 7
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 7
Harbor Asset Planning, Inc. 7
Boston Common Asset Management, LLC 7
Marketocracy Funds 7
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Unconstrained Bond Portfolio Initial Class 7
MITFX - BMO FUNDS, INC. - BMO Intermediate Tax-Free Fund Class Y 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1 7
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 7
Saudi Central Bank 7
Oder Investment Management, LLC 7
ENDW - EA Series Trust - Cambria Endowment Style ETF 7
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF 7
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 7
Doheny Asset Management /ca 7
Vanguard National Trust Co 7
LSDAX - LORD ABBETT MUNICIPAL INCOME FUND INC - Lord Abbett Short Duration Tax Free Fund Class A 7
Fulcrum Equity Management 7
Sigma Capital Management Llc 7
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 7
Check Capital Management Inc/ca 7
Canada Post Corp Registered Pension Plan 7
Evelyn Partners Investment Management LLP 7
Cypress Wealth Services, LLC 7
SMITH HAYES Advisers, Inc 7
Arrow Investments Trust - Arrow Reverse Cap 500 ETF 7
Industrial Alliance Investment Management Inc. 7
Monument Capital Management 7
Bravera Wealth 7
SFY - Tidal ETF Trust - SoFi Select 500 ETF 7
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A 7
HHIIX - Advisors' Inner Circle Fund II - HANCOCK HORIZON DIVERSIFIED INCOME FUND INSTITUTIONAL CLASS SHARES 7
AISCX - FORUM FUNDS II - Acuitas International Small Cap Fund Institutional Shares 7
Azimuth Capital Management LLC 7
Quest 10 Wealth Builders, Inc. 7
Fielder Capital Group LLC 7
VCULX - VALIC Co I - Growth Fund 7
RiverFront Investment Group, LLC 7
Senator Investment Group LP 7
First Pacific Financial 7
Carmichael Hill & Associates, Inc. 7
Willis Investment Counsel 7
Wcm Investment Management, Llc 7
PUTNAM FUNDS TRUST - Putnam Short-Term Municipal Income Fund CLASS A 7
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 7
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF 7
Buckley Wealth Management, LLC 7
Holos Integrated Wealth LLC 7
Tower Bridge Advisors 7
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF 7
Centric Wealth Management 7
Quotient Wealth Partners, LLC 7
Meramec Financial Planners, LLC 7
Charter Oak Capital Management, LLC 7
Core Wealth Advisors, Llc 7
TRPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF 7
Winnow Wealth Llc 7
Parkside Investments, LLC 7
Waters Parkerson & Co., Llc 7
PBMFX - PIONEER SERIES TRUST II - Pioneer AMT-Free Municipal Fund : Class A 7
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund 7
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I 7
Boreal Capital Management LLC 7
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A 7
Keystone Financial Group 7
Burk Holdings LLC 7
MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 7
Reby Advisors, LLC 7
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 7
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund 7
Perfromance Wealth Partners, LLC 6
Auxano Advisors, LLC 6
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 6
TAXF - AMERICAN CENTURY ETF TRUST - American Century Diversified Municipal Bond ETF 6
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A 6
E Fund Management (Hong Kong) Co., Ltd. 6
THOPX - THOMPSON IM FUNDS INC - Thompson Bond Fund 6
HYA Advisors, Inc 6
Graham & Dodd Fund, Llc 6
MCIYX - BMO FUNDS, INC. - BMO TCH Corporate Income Fund Class Y 6
MTFIX - BMO FUNDS, INC. - BMO Short Tax-Free Fund Class I 6
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A 6
Endex Capital Management Llc 6
USIFX - USAA MUTUAL FUNDS TRUST - International Fund Shares 6
USEMX - USAA MUTUAL FUNDS TRUST - Emerging Markets Fund Shares 6
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 6
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares 6
FSCFX - Fidelity Rutland Square Trust II - Strategic Advisers Small-Mid Cap Fund 6
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 6
Insight 2811, Inc. 6
Beta Wealth Group, Inc. 6
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 6
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A 6
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A 6
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class 6
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A 6
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class 6
TSGUX - MORGAN STANLEY PATHWAY FUNDS - Small-Mid Cap Equity Fund 6
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 6
CXI Advisors 6
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A 6
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I 6
VHDAX - Voya EQUITY TRUST - Voya U.S. High Dividend Low Volatility Fund Class A 6
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W 6
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A 6
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A 6
SEDAX - Sei Institutional Investments Trust - Siit Emerging Markets Debt Fund - Class A 6
Tempus Wealth Planning, LLC 6
SBHEX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Emerging Markets Fund Retail Class 6
NMECX - NUVEEN INVESTMENT TRUST - Nuveen Equity Market Neutral Fund Class C 6
WMS Partners, LLC 6
FIIGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Investment Grade Fund Class A 6
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL 6
MADDEN SECURITIES Corp 6
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class 6
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL 6
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF 6
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares 6
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional 6
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional 6
VBCVX - VALIC Co I - Systematic Value Fund 6
VCGEX - VALIC Co I - Emerging Economies Fund 6
PAX Financial Group, LLC 6
PRVAX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price Virginia Tax-Free Bond Fund 6
South Plains Financial, Inc. 6
JTISX - JPMorgan Trust I - JPMorgan High Yield Municipal Fund Class I 6
JCKUX - JPMORGAN TRUST IV - JPMorgan Core Focus SMA Fund SMA 6
HLTAX - JPMORGAN TRUST II - JPMorgan Municipal Income Fund Class I 6
IGHG - PROSHARES TRUST - ProShares Investment Grade-Interest Rate Hedged 6
Optas, LLC 6
Court Place Advisors, LLC 6
EWG Elevate Inc. 6
JMADX - JOHN HANCOCK STRATEGIC SERIES - John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio 6
JIPAX - John Hancock Funds II - Strategic Income Opportunities Fund Class NAV 6
Core Wealth Advisors, Inc. 6
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV 6
Fiduciary Planning LLC 6
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV 6
BLUX - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Dynamic Total Market ETF 6
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A 6
Asio Capital, LLC 6
BINT - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Global Equity ETF 6
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 6
BARING ASSET MANAGEMENT Ltd 6
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A 6
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF 6
Investment Research & Advisory Group, Inc. 6
CWS Financial Advisors, LLC 6
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 6
STYAX - WELLS FARGO FUNDS TRUST - Wells Fargo Core Plus Bond Fund Class A 6
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 6
BKF - iShares, Inc. - iShares MSCI BRIC ETF 6
Lion Street Advisors, LLC 6
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 6
OYLD - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Yield Factor ETF 6
OQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000(R) Quality Factor ETF 6
ESGL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco ESG Revenue ETF 6
BSMR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF 6
BSCT - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF 6
BSCS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF 6
ISDX - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic Developed ex-US ETF 6
PHB - Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF 6
Pinz Capital Management, LP 6
Schwartz Investment Counsel Inc 6
Advanced Research Investment Solutions, Llc 6
Mine & Arao Wealth Creation & Management, LLC. 6
Marks Group Wealth Management, Inc 6
Investment Partners, Ltd. 6
Professional Financial Advisors, LLC 6
BLUC - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Core ETF 6
AMHYX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO High Yield Fund Class A 6
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A 6
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares 6
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares 6
VFTSX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Investor Shares 6
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares 6
Summit Wealth Group, LLC 6
West Bancorporation Inc 6
Gamble Jones Investment Counsel 6
Briaud Financial Planning, Inc 6
Rowland Carmichael Advisors Inc /adv 6
Hummer Financial Advisory Services Inc 6
Gill Capital Partners, Llc 6
Capital Square, LLC 6
National Philanthropic Trust 6
Aull & Monroe Investment Management Corp 6
Paragon Capital Management LLC 6
IFLO - Victory Portfolios II - VictoryShares International Free Cash Flow ETF 6
IFC Holdings Incorporated/FL 6
Telos Capital Management, Inc. 6
Lowe Wealth Advisors, LLC 6
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF 6
TEXN - iSHARES TRUST - iShares Texas Equity ETF 6
MASTERINVEST Kapitalanlage GmbH 6
Iberiabank Corp 6
Delek Group, Ltd. 6
Provenance Wealth Advisors, LLC 6
Volterra Technologies LP 6
Braun Stacey Associates Inc 6
Axiom International Investors Llc /de 6
Pax World Management Llc 6
Summit Wealth Group Llc / Co 6
Dearborn Partners Llc 6
Traub Capital Management LLC 6
Abn Amro Investment Solutions 6
Knightsbridge Asset Management, Llc 6
Vertex One Asset Management Inc. 6
Maryland Capital Management 6
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF 6
Bbr Partners, Llc 6
RMG Wealth Management LLC 6
Retirement Planning Group 6
Greatmark Investment Partners, Inc. 6
Paragon Associates & Paragon Associates Ii Joint Venture 6
Edmond De Rothschild Asset Management (france) 6
First Commonwealth Financial Corp /pa/ 6
Select Equity Group, L.P. 6
Delphi Management Inc /ma/ 6
Uhlmann Price Securities, Llc 6
NJ State Employees Deferred Compensation Plan 6
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 6
Swift Run Capital Management, LLC 6
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF 6
Ntv Asset Management Llc 6
Bull Harbor Capital LLC 6
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 6
Sharkey, Howes & Javer 6
Hgk Asset Management Inc 6
Wealth Management Associates, Inc. 6
Investment House Llc 6
NorthAvenue LLC 6
Merited Wealth, LLC 6
Scott & Selber, Inc. 6
Purpose Unlimited Inc. 6
Nbw Capital Llc 6
Inr Advisory Services Llc 6
Northstar Group, Inc. 6
Armistice Capital, Llc 6
Fiduciary Group LLC 6
Larry Mathis Financial Planning, LLC 6
Eads & Heald Wealth Management 6
OneAscent Investment Solutions LLC 6
Cobiz Investment Management, Llc 6
Ccm Investment Group, Llc 6
Pandora Wealth, Inc. 6
Old Dominion Capital Management Inc 6
Caz Investments Lp 6
Hengehold Capital Management Llc 6
Rand Wealth, Llc 6
North Point Portfolio Managers Corp/oh 6
High Point Bank & Trust Co 6
MJT & Associates Financial Advisory Group, Inc. 6
Selway Asset Management 6
Susquehanna Trust & Investment Co 6
Montecito Bank & Trust 6
Barnes Dennig Private Wealth Management LLC 6
Trust Co Of Virginia /va 6
Goodman Financial Corp 6
Biondo Investment Advisors, LLC 6
Barry Investment Advisors, LLC 6
Huntleigh Advisors, Inc. 6
Schmidt P J Investment Management Inc 6
VCRM - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Core Tax-Exempt Bond ETF ETF Shares 6
Private Wealth Advisors, Inc. 6
Capital Planning Advisors, LLC 6
Spectrum Asset Management, Inc. (NB/CA) 6
Douglas C. Lane & Associates, Inc. 6
United Bank 6
New England Investment & Retirement Group, Inc. 6
Factory Mutual Insurance Co 6
Employees Provident Fund Board 6
Dumont & Blake Investment Advisors Llc 6
Wunderlich Capital Managemnt 6
Copia Wealth Management 6
Martin Currie Ltd 6
Tulsa Wealth Advisors, INC 6
Marathon Asset Management Lp 6
American Trust Investment Advisors, LLC 6
Fore Research & Management, LP 6
Maple Capital Management, Inc. 6
Capital A Wealth Management, LLC 6
Empyrean Capital Partners, LP 6
Atherton Lane Advisers, Llc 6
TIG Advisors, LLC 6
Prospector Partners Llc 6
Colrain Capital Llc 6
Inverness Counsel Llc /ny/ 6
Parr Mcknight Wealth Management Group, Llc 6
McKinley Carter Wealth Services, Inc. 6
City National Bank Of Florida /msd 6
Granite Investment Advisors, LLC 6
Annex Advisory Services, LLC 6
Flossbach Von Storch Ag 6
Fort Pitt Capital Group, Llc 6
Bennicas & Associates, Inc. 6
Talon Private Wealth, LLC 6
Parvin Asset Management, LLC 6
Jolley Asset Management, LLC 6
Tema Etfs Llc 6
Farmers Trust Co 6
Litman Gregory Asset Management LLC 6
Oakwood Capital Management Llc/ca 6
Groupe la Francaise 6
Appleton Partners Inc/ma 6
Financial Advisory Service, Inc. 6
PMV Capital Advisers, LLC 6
Northside Capital Management, LLC 6
Center Coast Capital Advisors, LP 6
Alteri Wealth LLC 6
Cheyne Capital Management (UK) LLP 6
CrossGen Wealth, LLC 6
Jacobs & Co/ca 6
Fortress Private Ledger, Llc 6
Three Peaks Capital Management, LLC 6
Lvm Capital Management Ltd/mi 6
Iowa State Bank 6
Knowledge Leaders Capital, LLC 6
ID Management A/S 6
Bearing Point Capital, Llc 6
Van Cleef Asset Management,Inc 6
Ion Asset Management Ltd. 6
Private Asset Management Inc 6
Amarillo National Bank 6
Texas Capital Bancshares Inc/tx 6
Nearwater Capital Markets, Ltd 6
Palo Capital, Inc. 6
Marvin & Palmer Associates Inc 6
Defiance ETFs, LLC 6
Aware Super Pty Ltd as trustee of Aware Super 6
Reynders McVeigh Capital Management, LLC 6
Autus Asset Management, LLC 6
Sterling Global Strategies LLC 6
Wealth Architects, LLC 6
Hurley Capital, LLC 6
Integrated Quantitative Investments LLC 6
Hartline Investment Corp/ 6
Teilinger Capital Ltd. 6
Wolf Group Capital Advisors 6
Westbourne Investment Advisors, Inc. 6
Capital Investment Counsel, Inc 6
Trust CO of the Ozarks 6
Northeast Financial Consultants Inc 6
Covington Investment Advisors Inc. 6
Tiemann Investment Advisors, Llc 6
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. 6
Town & Country Bank & Trust CO dba First Bankers Trust CO 6
Accredited Investors Inc. 6
Power Corp of Canada 6
AssuredPartners Investment Advisors, LLC 6
Btr Capital Management Inc 6
Sava Infond d.o.o. 6
iAB Financial Bank 6
Summit Financial Wealth Advisors, LLC 6
Crowley Wealth Management, Inc. 6
Mirador Capital Partners LP 6
Cape Cod Five Cents Savings Bank 6
Wilen Investment Management Corp. 6
Corbyn Investment Management Inc/md 6
Wendell David Associates Inc 6
Somerset Trust Co 6
Bellecapital International Ltd. 6
Generali Investments, Management Co LLC 6
Loeb Partners Corp 6
RWC Asset Management LLP 6
Somerville Kurt F 6
Kidder Stephen W 6
Notis-McConarty Edward 6
Parametric Risk Advisors LLC 6
Flagship Wealth Advisors, Llc 6
Forester Capital Management, LTD 6
Generali Asset Management SPA SGR 6
Sentinel Asset Management, Inc. 6
Greykasell Wealth Strategies, Inc. 6
Yakira Capital Management, Inc. 6
Argent Trust Company, N.a. 6
Smith, Salley & Associates 6
Chung Wu Investment Group, LLC 6
Jamison Eaton & Wood Inc /nj 6
Bank of Kentucky, Inc. 6
Gibraltar Capital Management, Inc. 6
Wood Asset Management Inc 6
TRB Wealth Management, LLC 6
Affinity Wealth Management Llc 6
Hickory Point Bank & Trust 6
PARK CIRCLE Co 6
Purkiss Capital Advisors LLC 6
Lcnb Corp 6
BankPlus Trust Department 6
Salient MF Trust 6
Kohlberg Kravis Roberts & Co. L.P. 6
Corps Capital Advisors, LLC 6
Abc Arbitrage Sa 6
CMT Capital Markets Trading GmbH 6
Asset Planning,Inc 6
Granite Investment Partners, LLC 6
Arlington Capital Management, Inc. 6
Brightworth 6
Compass Financial Services Inc 6
YANKCOM Partnership 6
Elefante Michael B 6
Samsung Asset Management (New York), Inc. 6
Dominick & Dominick LLC 6
RKL Wealth Management LLC 6
Marshall & Sullivan Inc /wa/ 6
Decker Retirement Planning Inc. 6
Board of the Pension Protection Fund 6
Godshalk Welsh Capital Management, Inc. 6
Ally Financial Inc. 6
RMCA - Tidal Trust III - Rockefeller California Municipal Bond ETF 6
LVZ Advisors, Inc. 6
Meridian Investment Counsel Inc. 6
Bocage Capital, LLC 6
Pring Turner Capital Group Inc 6
Guardian Capital Advisors Lp 6
Wimmer Associates 1, Llc 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 6
NJNK - Columbia ETF Trust I - Columbia U.S. High Yield ETF 6
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I 6
Suvretta Capital Management, Llc 6
B&l Asset Management Llc 6
Lumina Fund Management LLC 6
American Alpha Advisors, LLC 6
Clearbridge, Llc 6
Alpine Bank Wealth Management 6
Kelly Lawrence W & Associates Inc/ca 6
Coastal Bridge Advisors, LLC 6
Concord Asset Management, LLC/VA 6
Teewinot Capital Advisers, L.L.C. 6
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 6
71 West Capital Partners 6
Orbitronix, LP 6
Stelac Advisory Services LLC 6
Zweig Advisers Llc 6
Gardner Russo & Quinn Llc 6
Spectrum Advisory Services Inc 6
Congress Asset Management Co /ma 6
Ray Gerald L & Associates Ltd 6
Schnieders Capital Management Llc 6
Physicians Financial Services, Inc. 6
Deimos Asset Management LLC 6
Heritage Wealth Management, Inc. 6
Shoker Investment Counsel, Inc. 6
CGHM - Capital Group Fixed Income ETF Trust - Capital Group Municipal High-Income ETF Share class 6
William B. Walkup & Associates, Inc. 6
Drucker Wealth 3.0, LLC 6
Friess Associates Llc 6
Fairscale Capital, LLC 6
Catapult Capital Management Llc 6
Hardin Capital Partners, LLC 6
Wealthgarden F.s. Llc 6
Premier Fund Managers Ltd 6
Kerusso Capital Management LLC 6
Wall Street Financial Group, Inc. 6
Mirae Asset Securities (usa) Inc. 6
Wisconsin Capital Management Llc 6
Valley National Bancorp 6
First Citizens Bancorporation Inc 6
World Equity Group, Inc. 6
Vermillion Asset Management LLC 6
Lynx Investment Advisory 6
Telluride Asset Management LLC 6
WCG Management, L.P. 6
Marathon Capital Management 6
Cascade Investment Advisors, Inc. 6
Rock Creek Group, LP 6
Stanford Investment Group, Inc. 6
Income Insurance Ltd 6
Clearwater Capital Advisors, LLC 6
Asset Planning Services, Ltd. 6
Aveo Capital Partners, LLC 6
Quattro Advisors LLC 6
Greenline Wealth Management LLC 6
Radnor Capital Management, LLC 6
Manatuck Hill Partners, LLC 6
Key Square Capital Management LLC 6
WP Advisors, LLC 6
Traphagen Investment Advisors Llc 6
DLD Asset Management, LP 6
Spirepoint Private Client, Llc 6
Fullerton Fund Management Co Ltd 6
Virtus Alternative Investment Advisers, Inc. 6
Blenheim Capital Management, BV 6
LeJeune Puetz Investment Counsel LLC 6
49 Wealth Management, Llc 6
Shepherd Financial Partners LLC 6
Catalina Capital Group, LLC 6
Horizon Advisory Services, Inc. 6
Flaharty Asset Management, LLC 6
PHH Investments, Ltd. 6
VTEC - VANGUARD CALIFORNIA TAX-FREE FUNDS - Vanguard California Tax-Exempt Bond ETF ETF Shares 6
New Perspective Fund 6
Elkhorn Investments, LLC 6
Dunvegan Associates, Inc. 6
EYEG - AB Active ETFs, Inc. - AB Corporate Bond ETF 6
Vivaldi Capital Management, LLC 6
Accordant Advisory Group Inc 6
First Financial Equity Corporation 6
Gilbert & Cook, Inc. 6
Teachers Insurance & Annuity Association Of America 6
Peak Capital Management Llc 6
Geneva Partners, LLC 6
Delta Lloyd Asset Management N.v. 6
Garner Asset Management Corp 6
Strategic Planning Group, Llc 6
Ackerman Capital Advisors, LLC 6
Pinnacle Family Advisors, LLC 6
Security National Bank 6
Sompo Japan Nipponkoa Asset Management Co.,ltd. 6
Landaas & Co /wi /adv 6
Dodge & Cox 6
FSMJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Conservative Income Municipal Bond Fund 6
Rainier Investment Management Mutual Funds 6
Claymore Exchange-traded Fund Trust 2 6
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A 6
Invesco Value Municipal Income Trust 6
Ables, Iannone, Moore & Associates, Inc. 6
Quadrant Private Wealth Management, LLC 6
TopTier Wealth Management, LLC 6
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF 6
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF 6
Allianzgi Convertible & Income Fund Ii 6
Allianzgi Convertible & Income Fund 6
Oppenheimer Corporate Bond Fund 6
Nuveen Credit Strategies Income Fund 6
Putnam Investors Fund 6
EELDX - Eaton Vance Series Fund, Inc - Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 6
ACMHX - American Century Growth Funds, Inc. - Adaptive Small Cap Fund I Class 6
Spectrum Wealth Counsel, LLC 6
Blackrock Municipal 2030 Target Term Trust 6
United Advisor Group, LLC 6
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund 6
Kavilco Inc/wa/ 6
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S 6
Gabelli Equity Trust Inc 6
Barings Corporate Investors 6
Oppenheimer Integrity Funds 6
Wildermuth Endowment Strategy Fund 6
FS Series Trust - FS Market Neutral Fund Class I 6
Midland Wealth Advisors Llc 6
IVFGC - Ivy NextShares - Ivy Focused Growth NextShares 6
Canopy Partners, LLC 6
COGLX - M3Sixty Funds Trust - Cognios Large Cap Value Fund Investor Class Shares 6
Eaton Vance Tax-managed Buy-write Opportunities Fund 6
Holistic Planning, LLC 6
Core Bond Portfolio - Core Bond Portfolio 6
CEMGX - CULLEN FUNDS TRUST - Cullen Emerging Markets High Dividend Fund Class C 6
Prudential Variable Contract Account 2 - Prudential Variable Contract Account 2 6
SIH Partners, LLLP 6
Capitolis Liquid Global Markets LLC 6
American Funds Fundamental Investors 6
Delta Global Management LP 6
IFC & Insurance Marketing, Inc. 6
Vermillion & White Wealth Management Group, LLC 6
First Trust Investment Solutions L.P. 6
Steward Partners Investment Solutions, Llc 6
TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc. 6
Scout Funds 6
Prudential Variable Contract Account 10 - Prudential Variable Contract Account 10 6
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A 6
Jnl Strategic Income Fund Llc 6
Gold Investment Management Ltd. 6
Focus Financial Network Inc /adv 6
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund 6
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 6
Second Line Capital, LLC 6
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV 6
NDVR, Inc. 6
PIOTX - PIONEER SERIES TRUST XI - Pioneer Core Equity Fund : Class A 6
MONTX - MONETTA TRUST - Monetta Fund 6
WMBLX - WESMARK FUNDS - WesMark Balanced Fund 6
GESSX - GENERAL ELECTRIC RSP U.S. EQUITY FUND - GENERAL ELECTRIC RSP U.S. EQUITY FUND General Electric RSP U.S. Equity Fund 6
Patrick M Sweeney & Associates, Inc 6
Everpar Advisors Llc 6
AJOVista, LLC 6
Gilpin Wealth Management, Llc 6
Utc North American Fund, Inc. 6
Liberty All Star Equity Fund 6
Lazard World Dividend & Income Fund, Inc. 6
Sentry LLC 6
Cetera Trust Company, N.A 6
GRSPX - GREENSPRING FUND INC - Greenspring Fund retail 6
PTTFX - T. Rowe Price Total Return Fund, Inc. - T. Rowe Price Total Return Fund 6
TRBFX - T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc. - T. Rowe Price Limited Duration Inflation Focused Bond Fund, Inc. 6
SHADX - Stone Harbor Investment Funds - Stone Harbor Emerging Markets Debt Allocation Fund Institutional Class Shares 6
JHTFX - JOHN HANCOCK MUNICIPAL SECURITIES TRUST - John Hancock High Yield Municipal Bond Fund Class A 6
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF 6
1015 Capital Partners, LLC 6
Kayne Anderson Energy Total Return Fund, Inc. 6
Deutsche Strategic Income Trust 6
Arvest Investments, Inc. 6
FTSD - Franklin ETF Trust - Franklin Liberty Short Duration U.S. Government ETF 6
NCBDX - NORTH COUNTRY FUNDS - The North Country Intermediate Bond Fund 6
Deutsche Strategic Municipal Income Trust 6
Deutsche Multi-market Income Trust 6
Trueblood Wealth Management, LLC 6
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A 6
Western Asset Municipal Defined Opportunity Trust Inc. 6
Mfs Government Markets Income Trust 6
Sunrise Financial Services, LLC 6
Jamison Private Wealth Management, Inc. 6
IGPAX - Voya SERIES FUND INC - Voya Global Diversified Payment Fund Class A 6
BLACKROCK SERIES, INC. - BlackRock International Fund Investor A 6
SMRI - EA Series Trust - Bushido Capital US Equity ETF 6
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 6
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A 6
Short Duration High Income Portfolio - Short Duration High Income Portfolio 6
Stone Ridge Trust Iii 6
Oppenheimer Global Multi-asset Growth Fund 6
Oppenheimer Rising Dividends Fund 6
FLDBX - Franklin Investors Securities Trust - Franklin Long Duration Credit Fund Class R6 6
PINCX - PUTNAM INCOME FUND - PUTNAM INCOME FUND Class A Shares 6
Highland Capital Management Fund Advisors, L.p. 6
KTXIX - COMMERCE FUNDS - The Kansas Tax-Free Intermediate Bond Fund Shares 6
Fidelity D & D Bancorp Inc 6
Eaton Vance Tax-managed Global Diversified Equity Income Fund 6
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund 6
Eaton Vance Tax Advantaged Global Dividend Income Fund 6
Nuveen Municipal High Income Opportunity Fund 6
Soroban Capital Partners LP 6
Mfs Special Value Trust 6
SSUS - Strategy Shares - Day Hagan/Ned Davis Research Smart Sector ETF 6
Allen Mooney & Barnes Investment Advisors LLC 6
Napier Financial, LLC 6
MFIOX - MFS SERIES TRUST VIII - MFS Strategic Income Fund A 6
JETAX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global Equity Impact Fund (formerly Aberdeen Select International Equity Fund II) Class A 6
Team Financial Group, LLC 6
KPP Advisory Services LLC 6
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A 6
HSOAX - HSBC FUNDS - HSBC Opportunity Fund A Shares 6
Financial Security Advisor, Inc. 6
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF 6
Peoples Bank/KS 6
Alpine Global Dynamic Dividend Fund 6
JMSI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF 6
DGRIX - BNY Mellon Growth & Income Fund, Inc. - BNY Mellon Growth and Income Fund, Inc. 6
SBI Okasan Asset Management Co.Ltd. 6
LSMIX - LOOMIS SAYLES FUNDS II - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 6
Guggenheim Energy & Income Fund 6
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A 6
Relative Value Fund 6
CGC Financial Services, LLC 6
AllianzGI Institutional Multi-Series Trust - AllianzGI Global Small-Cap Opportunities Portfolio 6
Franklin Ltd Duration Income Trust 6
Silvia Mccoll Wealth Management, Llc 6
PTAEX - PUTNAM TAX EXEMPT INCOME FUND - PUTNAM TAX EXEMPT INCOME FUND Class C Shares 6
Doubleline Income Solutions Fund 6
ECML - EA Series Trust - Euclidean Fundamental Value ETF 6
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF 6
Western Asset High Income Opportunity Fund Inc. 6
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund 6
Western Asset Variable Rate Strategic Fund Inc. 6
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A 6
MIDAX - MFS SERIES TRUST V - MFS International New Discovery Fund A 6
Harris Associates L P 6
New Republic Capital, LLC 6
Underlying Funds Trust 6
Pacholder High Yield Fund Inc 6
Blackrock Cori Funds 6
Kingdom Financial Group LLC. 6
PrairieView Partners, LLC 6
Penbrook Management LLC 6
Wealthstreet Investment Advisors, LLC 6
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF 6
Signition Lp 6
LexAurum Advisors, LLC 6
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF 6
Uncommon Cents Investing LLC 6
Lazari Capital Management, Inc. 6
X-Square Capital, LLC 6
Congress Park Capital LLC 6
Lucia Wealth Services, Llc 6
Hamilton Capital, LLC 6
Cooper/haims Advisors, Llc 6
Fluent Financial, LLC 6
DiMeo Schneider & Associates, L.L.C. 6
FMNDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
3Chopt Investment Partners, LLC 6
Beryl Capital Management LLC 6
PCA Investment Advisory Services Inc. 6
G&S Capital LLC 6
MainStreet Investment Advisors LLC 6
Pfs Investments Inc. 6
SYM FINANCIAL Corp 6
Canal Insurance CO 6
Quintet Private Bank (Europe) S.A. 6
Vinva Investment Management Ltd 6
BIP Wealth, LLC 6
Eurizon SLJ Capital Ltd 6
Chicago Capital, LLC 6
Elmwood Wealth Management, Inc. 6
Cornerstone Management, Inc. 6
KC Investment Advisors, LLC 6
Braun-Bostich & Associates Inc. 6
Channel Wealth Llc 6
Cynosure Advisors, Llc 6
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III 6
Ada Investment Management, LP 6
JGP Wealth Management, LLC 6
Providence Wealth Advisors, LLC 6
Empire Financial Management Company, LLC 6
Wealthstar Advisors, Llc 6
Authentikos Wealth Advisory, LLC 6
Red Cedar Investment Management, Llc 6
ADVAX - North Square Investments Trust - North Square Strategic Income Fund Class A 6
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF 6
Nkcfo Llc 6
Hayden Royal, Llc 6
Signet Investment Advisory Group, Inc. 6
Cordatus Wealth Management LLC 6
Werba Rubin Papier Wealth Management 6
Prostatis Group LLC 6
Milestone Investment Advisors LLC 6
Accident Compensation Corp 6
CGSD - Capital Group Fixed Income ETF Trust - Capital Group Short Duration Income ETF Share Class 6
Angeles Investment Advisors, LLC 6
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF 6
Paradigm Financial Partners, Llc 6
VeraBank, N.A. 6
Advisory Resource Group 6
Robertson Stephens Wealth Management, LLC 6
Ruedi Wealth Management, Inc. 6
Ascent Wealth Partners, LLC 6
Private Portfolio Partners Llc 6
Sepio Capital, LP 6
Aldebaran Financial Inc. 6
Little House Capital Llc 6
Beach Investment Management, LLC. 6
Silverlake Wealth Management Llc 6
Live Oak Investment Partners 6
Applied Finance Capital Management, LLC 6
O'Shares Investment Advisers, LLC 6
Outlook Wealth Advisors, LLC 6
Alpha Quant Advisors, Llc 6
Covenant Partners, LLC 6
Phillips Wealth Planners LLC 6
Biltmore Capital Advisors LLC 6
Financial Insights, Inc. 6
Van Leeuwen & Company, LLC 6
Opseu Pension Plan Trust Fund 6
Jupiter Wealth Management LLC 6
Financial Freedom, LLC 6
Cushing Etf Trust 6
Mcintyre Freedman & Flynn Investment Advisers Inc 6
Fundamentun, Llc 6
Fort Sheridan Advisors Llc 6
Waddell & Associates, Llc 6
Zhang Financial LLC 6
Requisite Capital Management, LLC 6
First National Corp /ma/ /adv 6
Matrix Trust Co 6
Employers Holdings, Inc. 6
Shilanski & Associates, Inc. 6
Clear Creek Financial Management, LLC 6
Guggenheim Equal Weight Enhanced Equity Income Fund 6
Arista Wealth Management, LLC 6
Tanglewood Legacy Advisors, LLC 6
Orser Capital Management, Llc 6
Financial Partners Group, LLC 6
Elliott Management Corporation 6
McGlone Suttner Wealth Management, Inc. 6
XY Capital Ltd 6
Richard W. Paul & Associates, LLC 6
HBW Advisory Services LLC 6
Principle Wealth Partners Llc 6
Curian Series Trust 6
Life Cycle Investment Partners Ltd 6
Whitebox Mutual Funds 6
PayPay Securities Corp 6
Isi Strategy Fund Inc 6
Nuveen Equity Premium Opportunity Fund 6
Gunderson Capital Management Inc. 6
ROWSX - RUSSELL INVESTMENT CO - Strategic Call Overwriting Fund Class S 6
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 6
REQEX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class E 6
Trifecta Capital Advisors, LLC 6
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio 6
GTCIX - GLENMEDE FUND INC - Quantitative International Equity Portfolio 6
ATTYX - AB BOND FUND, INC. - AB Tax-Aware Fixed Income Portfolio Advisor Class 6
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N 6
ASB Consultores, LLC 6
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Managed Volatility Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I 6
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I 6
CWFIX - CARILLON SERIES TRUST - Carillon Chartwell Short Duration High Yield Fund Class Chartwell 6
Sentinus, LLC 6
Barr E S & Co 6
North Dakota State Investment Board 6
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A 6
Stapp Wealth Management, Pllc 6
Exos TFP Holdings LLC 6
Dakota Community Bank & Trust NA 6
REEM - Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Revenue ETF 6
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A) 6
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a) 6
JNL SERIES TRUST - JNL/Mellon S&P 1500 Growth Index Fund (A) 6
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund 6
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a) 6
DBND - DoubleLine ETF Trust - DoubleLine Opportunistic Bond ETF 6
WCG Wealth Advisors LLC 6
Quantum Financial Advisors, LLC 6
LSFIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Fixed Income Fund Institutional Class 6
NMEDX - Northern Funds - Multi-manager Emerging Markets Debt Opportunity Fund 6
NSIDX - Northern Funds - Northern Small Cap Index Fund 6
NENGX - NORTHERN FUNDS - Northern Engage360 Fund 6
Plan Group Financial, LLC 6
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H 6
UTBAX - UBS FUNDS - UBS Total Return Bond Fund Class A 6
Miller Wealth Advisors, Llc 6
GIOAX - GUGGENHEIM FUNDS TRUST - Guggenheim Macro Opportunities Fund A-Class 6
Warwick Investment Management, Inc. 6
Advanced Series Trust - Ast Blackrock Low Duration Bond Portfolio 6
Mcmillion Capital Management Inc 6
Compton Capital Management Inc /ri 6
Advanced Series Trust - Ast Qma U.s. Equity Alpha Portfolio 6
ADVANCED SERIES TRUST - AST Prudential Core Bond Portfolio 6
ADVANCED SERIES TRUST - AST PIMCO Corporate Bond Portfolio 6
Advanced Series Trust - Ast Neuberger Berman/lsv Mid-cap Value Portfolio 6
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6
PACIFIC SELECT FUND - Mid-Cap Equity Portfolio Class I 6
Heritage Financial Services, LLC 6
Retirement Guys Formula Llc 6
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF 6
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6
PACIFIC SELECT FUND - Value Advantage Portfolio Class I 6
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF 6
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class 6
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 6
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F 6
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV 6
FASWX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Municipal Income Fund 6
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 6
XHYF - BondBloxx ETF Trust - BondBloxx USD High Yield Bond Financial & REIT Sector ETF 6
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 6
Farr Miller & Washington Llc/dc 6
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 6
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares 6
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A 6
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A 6
Spartan Planning & Wealth Management 6
JAHYX - JANUS INVESTMENT FUND - Janus Henderson High-Yield Fund Class T 6
JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T 6
Athena Investment Management 6
BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock High Yield Municipal Fund Investor A 6
Indivisible Partners 6
Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Mid Cap Value Insights Portfolio Class I Shares 6
Country Club Bank /gfn 6
Lansing Street Advisors 6
My Personal CFO, LLC 6
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund 6
RSIIX - RIVERPARK FUNDS TRUST - RiverPark Strategic Income Fund Institutional Class Shares 6
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class 6
LGBIX - Advisors' Inner Circle Fund III - LEGAL & GENERAL CASH FLOW MATCHED BOND FUND Institutional Shares 6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 6
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 6
GIEYX - GuideStone Funds - INTERNATIONAL EQUITY FUND Institutional 6
WGCRX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Investment Grade Credit Fund Class R6 6
WFTAX - WELLS FARGO FUNDS TRUST - Wells Fargo Intermediate Tax/AMT-Free Fund Class A 6
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 6
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C 6
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF 6
FCSH - Federated Hermes ETF Trust - Federated Hermes Short Duration Corporate ETF 6
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 6
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A 6
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IA 6
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 6
Bill Few Associates, Inc. 6
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 6
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6
Siena Capital Llc 6
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6
NSAOX - NUVEEN MUNICIPAL TRUST/MA - Nuveen Strategic Municipal Opportunities Fund Class A 6
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class 6
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF 6
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6
MMEMX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Emerging Markets Bond Fund Class I 6
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I 6
Options Solutions, Llc 6
Regatta Capital Group, Llc 6
Anchyra Partners Llc 6
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares 6
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional 6
Pinnacle Wealth Management, LLC 6
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A 6
Gibson Wealth Advisors LLC 6
Ulland Investment Advisors, LLC 6
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A 6
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class 6
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 6
SCS Capital Management LLC 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 6
FCRDX - FIDELITY MUNICIPAL TRUST - Fidelity Conservative Income Municipal Bond Fund 6
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 6
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund 6
Hiddenite Capital Partners LP 6
CastleKnight Management LP 6
CTC Capital Management, LLC 6
Capricorn Fund Managers Ltd 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Global Strategic Income Fund Class 3 6
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 6
MML Series Investment Fund II - MML Short-Duration Bond Fund Class II 6
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A 6
Taika Capital, LP 6
Eagle Strategies LLC 6
Sonora Investment Management Group, LLC 6
HYPSX - VIRTUS ASSET TRUST - Virtus Seix High Yield Fund Class A 6
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio 6
Saxon Interests, Inc. 6
Morton Brown Family Wealth, LLC 6
ANLRX - ALLIANZ FUNDS - AllianzGI NFJ Large-Cap Value Fund R 6
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 6
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV 6
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV 6
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV 6
CarsonAllaria Wealth Management, Ltd. 6
RLDAX - VICTORY PORTFOLIOS - Victory INCORE Low Duration Bond Fund Class A 6
Evolution Advisers, Inc. 6
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A 6
Alan B. Lancz & Associates, Inc. 6
Carson Advisory Inc. 6
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service 6
Sovereign Investment Advisors, LLC 6
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I 6
MISSX - MFS MUNICIPAL SERIES TRUST - MFS Mississippi Municipal Bond Fund A 6
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A 6
Naviter Wealth, LLC 6
Fsb Premier Wealth Management, Inc. 6
PENN SERIES FUNDS INC - Developed International Index Fund 6
PENN SERIES FUNDS INC - Small Cap Index Fund 6
Wealth Enhancement Trust Services, Inc. 6
PENN SERIES FUNDS INC - Large Core Value Fund 6
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 6
Maryland Capital Advisors Inc. 6
Peterson Wealth Services 6
RPIHX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global High Income Bond Fund 6
Carmel Capital Partners, LLC 6
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF 6
Capital Directions Investment Advisors, LLC 6
Argent Trust Co 6
DLREX - DoubleLine Funds Trust - DoubleLine Colony Real Estate and Income Fund Class N 6
AIMOX - AQR Funds - AQR International Momentum Style Fund Class I 6
QVPRX - AQR Funds - AQR Volatility Risk Premium Fund Class R6 6
QSLIX - AQR Funds - AQR Style Premia Alternative LV Fund Class I 6
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 6
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares 6
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I 6
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I 6
Budros, Ruhlin & Roe, Inc. 6
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 6
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A 6
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 6
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF 6
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF 6
Evergreen Wealth Solutions, LLC 6
IWL - iSHARES TRUST - iShares Russell Top 200 ETF 6
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 6
Crestmont Private Wealth LLC 6
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 6
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund 6
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 6
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia 6
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV 6
JB Capital LLC 6
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV 6
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV 6
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 6
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I 6
TRISX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional U.S. Structured Research Fund 6
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A 6
Studio Investment Management Llc 6
Kercheville Advisors, LLC 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets 100 Fund Standard Class 6
ARS Wealth Advisors Group, LLC 6
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A 6
ASIHX - American Century Investment Trust - Strategic Income Fund C Class 6
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class 6
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 6
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF 6
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF 6
PIMCO FUNDS - PIMCO Short Asset Portfolio 6
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 6
ZHDG - Tidal ETF Trust - ZEGA Buy and Hedge ETF 6
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3 6
PCDIX - PIMCO FUNDS - PIMCO California Short Duration Municipal Income Fund Institutional 6
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 6
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 6
THRIVENT SERIES FUND INC - Thrivent Low Volatility Equity Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6
Birinyi Associates Inc 6
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class 6
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 6
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6
VVMCX - VALIC Co I - Mid Cap Value Fund 6
VSRDX - VALIC Co I - U.S. Socially Responsible Fund 6
Emfo, Llc 6
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 6
Opus Investment Management Inc 6
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund 6
Clear Trail Advisors, LLC 6
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 6
Y.D. More Investments Ltd 6
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 6
DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 6
DGRE - WisdomTree Trust - WisdomTree Emerging Markets Quality Dividend Growth Fund N/A 6
Heartland Bank & Trust Co 6
Tradition Capital Management Llc 6
IYVAX - IVY FUNDS - Ivy Value Fund Class A 6
Regency Capital Management Inc.\DE 6
IAIRX - IVY FUNDS - Ivy ProShares Interest Rate Hedged High Yield Index Fund Class A 6
Oslo Pensjonsforsikring AS 6
Clarity Financial LLC 6
GSDIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Debt Fund Institutional 6
MBA Advisors LLC 6
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares 6
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II 6
EXCPX - MANNING & NAPIER FUND, INC. - Unconstrained Bond Series Class S 6
Barings Funds Trust - Barings Active Short Duration Bond Fund Class A Shares 6
SageGuard Financial Group, LLC 6
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 6
Better Money Decisions, LLC 6
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I 6
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 6
Precision Wealth Strategies, LLC 6
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 6
Bragg Financial Advisors, Inc 6
Facet Wealth, Inc. 6
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF 6
USSTX - USAA MUTUAL FUNDS TRUST - Tax Exempt Short-Term Fund Shares 6
BIBTX - Sterling Capital Funds - Sterling Capital Total Return Bond Fund Institutional Class 6
Cowen Prime Services LLC 6
Everhart Financial Group, Inc. 6
Legacy Wealth Asset Management, LLC 6
Baron Silver Stevens Financial Advisors, Llc 6
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A 6
Valley Brook Capital Group, Inc. 6
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 6
Tru Independence Asset Management 2, Llc 6
LGFEX - Legg Mason Global Asset Management Trust - QS International Equity Fund Class FI 6
Encompass Wealth Advisors, Llc 6
Patron Partners Advisors, Llc 6
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 6
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF 6
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 6
NORTHERN FUNDS - U.S. Quality ESG Fund Class I 6
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 6
PQMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM QMA Large-Cap Core Equity Plus Fund Class A 6
Profunds - Profund Vp Small-cap 6
Luken Investment Analytics, LLC 6
Profunds - Profund Vp Ultrasmall-cap 6
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I 6
VAAAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Multi-Asset Trend Fund Class A 6
VAPAX - VIRTUS OPPORTUNITIES TRUST - Virtus Rampart Equity Trend Fund Class A 6
NARAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Multi-Sector Short Term Bond Fund Class A 6
Sourcerock Group LLC 6
Engine No. 1 Llc 6
ASHAX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Duration High Income Fund Class A 6
Edge Asset Management, Inc 6
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional 6
Resolute Advisors LLC 6
Legacy Capital Wealth Partners, LLC 6
Verdad Advisers, LP 6
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional 6
Sax Wealth Advisors, Llc 6
Distillate Capital Partners LLC 6
Cadent Capital Advisors, LLC 6
Saranac Partners Ltd 6
Privium Fund Management (UK) Ltd 6
HWHAX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley High Yield Fund Class A 6
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A 6
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A 6
Madison Investment Holdings Inc 6
CFS Investment Advisory Services, LLC 6
ShoreHaven Wealth Partners, LLC 6
Annandale Capital, LLC 6
Investment Research Partners LLC 6
Mitchell & Pahl Private Wealth, Llc 6
Mma Asset Management Llc 6
OneAscent Wealth Management LLC 6
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A 6
Kavar Capital Partners Group, Llc 6
Phoenix Wealth Advisors 6
Cowa, Llc 6
Summitry Llc 6
San Luis Wealth Advisors LLC 6
SFE Investment Counsel 6
DB Wealth Management Group, LLC 6
EMTAX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Debt A 6
West Financial Advisors, LLC 6
Pacific Heights Asset Management Llc 6
NTFAX - Aberdeen Funds - Aberdeen Intermediate Municipal Income Fund (formerly Aberdeen Tax-Free Income Fund) Class A 6
Clear Perspectives Financial Planning, LLC 6
BJBHX - ABERDEEN INVESTMENT FUNDS - Aberdeen Global High Income Fund Class A 6
Morris Retirement Advisors, LLC 6
IVC Wealth Advisors LLC 6
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class 6
Greenfield Seitz Capital Management, LLC 6
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 6
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 6
Dfa Investment Trust Co - The Dfa International Value Series 6
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 6
ESFIX - Ashmore Funds - Ashmore Emerging Markets Short Duration Fund INSTITUTIONAL CLASS SHARES 6
DTMVX - DFA INVESTMENT DIMENSIONS GROUP INC - Tax-Managed U.S. Targeted Value Portfolio 6
Mjp Associates Inc /adv 6
TrueWealth Advisors, LLC 6
Golden Green, Inc. 6
Centennial Wealth Advisory LLC 6
Johnson Midwest Financial, LLC 6
Vaughan David Investments Inc/il 6
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund 6
Journey Advisory Group, LLC 6
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund 6
SLT - Pacer Funds Trust - Pacer Salt High truBeta US Market ETF 6
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund 6
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund 6
FKIDX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International K6 Fund 6
BLACKROCK FUNDS - BlackRock Advantage ESG Emerging Markets Equity Fund Institutional 6
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class 6
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund 6
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund 6
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund 6
FDVAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Diversified International Fund Class A 6
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A 6
Portus Wealth Advisors, LLC 6
FUNL - Trust for Advised Portfolios - CornerCap Fundametrics Large-Cap ETF 6
Sigma Investment Counselors Inc 6
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class 6
Goodwin Daniel L 6
HHYNX - HARBOR FUNDS - Harbor High-Yield Opportunities Fund Institutional Class 6
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF 6
EMRSX - JPMORGAN TRUST IV - JPMorgan Emerging Markets Research Enhanced Equity Fund Class R6 6
JTQQX - JPMORGAN TRUST IV - JPMorgan SmartSpending 2020 Fund Class R6 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 6
Horizon Financial Services, Llc 6
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES 6
Baxter Bros Inc 6
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 6
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A 6
Auxier Asset Management 6
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund 6
VFSNX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares 6
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class) 6
PYCRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden California Municipal Income Fund (Investor Class) 6
Seizert Capital Partners, Llc 6
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares 6
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund 6
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund 6
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund 6
Cadinha & Co Llc 6
Holderness Investments Co 6
BEGBX - American Century International Bond Funds - International Bond Fund Investor Class 6
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF 6
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 6
Coolidge Francis L 6
RELIANCE TRUST Co 6
PQEMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Emerging Markets Equity Fund Class R6 6
TLVOX - THRIVENT MUTUAL FUNDS - Thrivent Low Volatility Equity Fund Class S 6
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class 6
Thrivent Core Funds - Thrivent Core International Equity Fund 6
Letko, Brosseau & Associates Inc 6
Advisor OS, LLC 6
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF 6
IBHD - iSHARES TRUST - iShares iBonds 2024 Term High Yield and Income ETF 6
IBHC - iSHARES TRUST - iShares iBonds 2023 Term High Yield and Income ETF 6
Buffington Mohr McNeal 6
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund 6
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF 6
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 6
Geller Advisors LLC 6
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund 6
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 6
Wilkinson Ogrady & Co Inc /ny 6
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N 6
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 6
Grant Street Asset Management, Inc. 6
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF 6
Prudent Man Advisors, LLC 6
LIBAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Total Return Bond Fund Class A 6
Richard C. Young & CO., LTD. 6
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A 6
SNOAX - TRUST FOR PROFESSIONAL MANAGERS - Snow Capital Long/Short Opportunity Fund - Class A Shares 6
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A 6
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Ultra Short Bond Fund 6
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 6
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF 6
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 6
INCAX - SARATOGA ADVANTAGE TRUST - James Alpha Hedged High Income Portfolio Class A Shares 6
PIASX - ADVISORS SERIES TRUST - PIA Short-Term Securities Fund Advisor Class 6
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 6
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF 6
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 6
DAFRX - Dunham Funds - Dunham Floating Rate Bond Fund Class A 6
RLCBX - Ultimus Managers Trust - Ryan Labs Core Bond Fund 6
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A 6
DAIOX - Dunham Funds - Dunham International Opportunity Bond Fund Class A 6
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 6
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class 6
EAISX - EATON VANCE MUTUAL FUNDS TRUST - Parametric International Equity Fund Investor Class 6
FFILX - NORTHERN LIGHTS FUND TRUST II - FormulaFolios US Equity Fund Institutional Class 6
Canandaigua National Corp 6
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I 6
HLDAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Emerging Markets Local Debt Fund Class A 6
FLDAX - Franklin Investors Securities Trust - Franklin Low Duration Total Return Fund Class A 6
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I 6
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 6
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund 6
MSTPX - Morningstar Funds Trust - Morningstar Municipal Bond Fund 6
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 6
Pzena Investment Management Llc 6
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF 6
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 6
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A 6
VMMSX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Emerging Markets Select Stock Fund Investor Shares 6
HDIV - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. High Dividend ETF 6
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A 6
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A 6
MALGX - Mirae Asset Discovery Funds - Emerging Markets Fund Class A Shares 6
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF 6
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF 6
Waterloo Capital, L.P. 6
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF 6
STLV - iSHARES TRUST - iShares Factors US Value Style ETF 6
SLPIX - Profunds - Small-cap Profund Investor Class 6
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class 6
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 6
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 6
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 6
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 6
IPKW - Invesco Exchange-Traded Fund Trust II - Invesco International BuyBack Achievers ETF 6
Boys Arnold & Co Inc 6
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF 6
ARSSX - Investment Managers Series Trust - Aristotle Strategic Credit Fund Class I 6
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares 6
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A 6
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF 6
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF 6
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF 6
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF 6
SLT - ETF Series Solutions - Salt High truBeta US Market ETF 6
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A 6
GLTAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Targeted Returns Fund Class A 6
Relyea Zuckerberg Hanson LLC 6
LDVAX - NORTHERN LIGHTS FUND TRUST III - Leland Thomson Reuters Venture Capital Index Fund Class A Shares 6
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 6
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 6
SLHIX - FundVantage Trust - Sirios Long/Short Fund Institutional Class 6
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares 6
Gdl Fund 5
Ardsley Advisory Partners Lp 5
Ruane, Cunniff & Goldfarb Inc 5
Value Line Funds Variable Trust - Value Line Vip Equity Advantage Fund 5
MYCF - SSGA Active Trust - SPDR SSGA My2026 Corporate Bond ETF 5
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class 5
MYDA Advisors LLC 5
UYLD - Angel Oak Funds Trust - Angel Oak UltraShort Income ETF 5
VIAAX - VANGUARD WHITEHALL FUNDS - Vanguard International Dividend Appreciation Index Fund Admiral Shares 5
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 5
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Intermediate-Term Municipal Bond Portfolio Institutional Class Shares 5
Adams Hall Wealth Advisors, LLC 5
EATON VANCE VARIABLE TRUST - Eaton Vance VT Floating-Rate Income Fund Initial Class 5
Fairvoy Private Wealth, LLC 5
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares 5
Vivaldi Asset Management, LLC 5
Mastrapasqua Asset Management Inc 5
Pinnbrook Capital Management Lp 5
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class 5
Bell & Brown Wealth Advisors, Llc 5
Taylor, Cottrill, Erickson & Associates, Inc. 5
ANTVX - American Century World Mutual Funds Inc - Nt International Value Fund Investor Class 5
Louisbourg Investments Inc. 5
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio 5
Birchcreek Wealth Management, LLC 5
Jade Capital Advisors, LLC 5
Torray Llc 5
American Financial Group Inc 5
Arcus Capital Partners, LLC 5
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF 5
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Small Cap Fund 5
Verde Servicos Internacionais S.A. 5
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class 5
Zega Financial, LLC 5
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class 5
Confluence Wealth Management LLC 5
EVSTC - Eaton Vance NextShares Trust - Eaton Vance Stock NextShares 5
Legacy Financial Group LLC 5
Silphium Asset Management Ltd 5
Eaton Vance Floating-rate 2022 Target Term Trust 5
Stiles Financial Services Inc 5
BXM Wealth LLC 5
Sloy Dahl & Holst, LLC 5
Monarch Capital Management Inc/ 5
Kelman-Lazarov, Inc. 5
ICENX - ICON FUNDS - ICON Energy Fund Class S 5
Brown Miller Wealth Management, LLC 5
Nuveen Nasdaq 100 Dynamic Overwrite Fund 5
Oliver Luxxe Assets LLC 5
Tower Square Investment Management, Llc 5
KRUZ - Series Portfolios Trust - Unusual Whales Subversive Republican Trading ETF 5
Torno Capital, Llc 5
Khp Capital, Llc 5
Rivernorth/doubleline Strategic Opportunity Fund, Inc. 5
IEGAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO International Small Company Fund Class A 5
Darrell & King Llc 5
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Portfolio Series: Growth Investor Fund Class R6 5
Rowland & Co Investment Counsel/adv 5
Bridge Creek Capital Management LLC 5
Kennedy Investment Group 5
Lummis Asset Management, LP 5
ACSKX - American Century Investment Trust - Short Duration Fund C Class 5
Wellesley Investment Partners, LLC 5
CCSTX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group California Short-Term Municipal Fund Share class 5
Advyzon Investment Management, LLC 5
Roehl & Yi Investment Advisors, LLC 5
DIVD - EA Series Trust - Altrius Global Dividend ETF 5
MRBFX - MFS SERIES TRUST IX - MFS Total Return Bond Fund A 5
Hedeker Wealth, LLC 5
Nan Shan Life Insurance Co., Ltd. 5
Quadcap Wealth Management, LLC 5
Charter Research & Investment Group, Inc. 5
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I 5
Wilkins Investment Counsel Inc 5
Lantern Wealth Advisors, LLC 5
Kleinwort Benson Investors Dublin Ltd 5
Newtyn Management, LLC 5
SEMDX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Emerging Markets Debt Fund Class I 5
Partners Wealth Management, Llc 5
Five Oceans Advisors 5
Midwest Capital Advisors, LLC 5
Strategies Wealth Advisors, LLC 5
General Electric Co 5
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6 5
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund 5
Noble Wealth Management PBC 5
BSHGX - Bishop Street Funds - High Grade Income Fund Class I Shares 5
Chicago Capital Management, LLC 5
Ignite Planners, LLC 5
ACVVX - American Century Capital Portfolios Inc - Ac Alternatives Market Neutral Value Fund Investor Class 5
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 5
Aristotle Capital Management, LLC 5
JPIE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Income ETF 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 5
Sound View Wealth Advisors, Llc 5
ACPHX - American Century Quantitative Equity Funds, Inc. - Core Equity Plus Fund C Class 5
Blackrock Muniyield California Fund, Inc. 5
Pecaut & Co. 5
ACNKX - American Century Quantitative Equity Funds, Inc. - Nt Core Equity Plus Fund G Class 5
Northstar Advisory Group, LLC 5
Campion Asset Management LLC 5
ASIOX - American Century Quantitative Equity Funds, Inc. - Multi-asset Real Return Fund Investor Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 5
Long Island Wealth Management, Inc. 5
Oak Harvest Investment Services 5
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 5
LifePro Asset Management 5
FDKFX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery K6 Fund 5
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund 5
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio 5
Nair Vinay 5
FIGRX - FIDELITY INVESTMENT TRUST - Fidelity International Discovery Fund 5
Permanent Capital Management, LP 5
Secured Retirement Advisors, Llc 5
Asset One Wealth Management LLC 5
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Inflation Protection Portfolio 5
Board of Trustees of The Leland Stanford Junior University 5
Summit Street Capital Management, LLC 5
Vestpro Financial Partners, Inc. Dba Cpf Texas 5
Threadgill Financial, Llc 5
Hopwood Financial Services, Inc. 5
Quadrature Capital LLP 5
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund 5
DeDora Capital, Inc. 5
Arjuna Capital 5
Arbiter Partners Capital Management LLC 5
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund 5
Tiff Advisory Services Inc 5
Burford Brothers, Inc. 5
East Coast Asset Management, LLC. 5
Impact Capital Partners LLC 5
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF 5
GMAQX - GMO TRUST - GMO Emerging Markets ex-China Fund Class VI 5
Catherine Avery Investment Management LLC 5
FDIVX - FIDELITY INVESTMENT TRUST - Fidelity Diversified International Fund 5
MAINSTAY VP FUNDS TRUST - MainStay VP Bond Portfolio Initial Class 5
PTHAX - PUTNAM TAX FREE INCOME TRUST - Putnam Tax-Free High Yield Fund Class C Shares 5
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 5
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I 5
Sunpointe, LLC 5
Timber Creek Capital Management LLC 5
Nuveen Short Duration Credit Opportunities Fund 5
Turas Capital Management LP 5
Syntax Advisors, Llc 5
Nuveen Floating Rate Income Opportunity Fund 5
JRPSX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Alternative Risk Premia Fund Class NAV 5
Able Wealth Management LLC 5
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF 5
Capital Advisors Wealth Management, LLC 5
Fiduciary Services Corp/ga 5
CR Intrinsic Investors, LLC 5
ULTRA SERIES FUND - Core Bond Fund Class I 5
Berkley W R Corp 5
Align Financial, LLC 5
ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 5
ULTRA SERIES FUND - High Income Fund Class I 5
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 5
Tetrem Capital Management Ltd. 5
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF 5
Kennondale Capital Management LLC 5
North Forty Two & Co. 5
Nuveen Floating Rate Income Fund 5
FCNVX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 5
HMLRX - HARTFORD MUTUAL FUNDS II INC - Hartford Multifactor Large Cap Value Fund Class R3 5
Systematic Alpha Investments, LLC 5
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y 5
CMG Global Holdings, LLC 5
Gyrus Investment Management Inc. 5
Ayalon Holdings Ltd. 5
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF 5
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 5
AlphaOne Investment Services, LLC 5
Runnymede Capital Advisors, Inc. 5
Nuveen Senior Income Fund 5
Beacon Investment Advisors Llc 5
First Niagara Bank 5
Keeler THomas Management LLC 5
North Square Investments Trust - North Square McKee Bond Fund Class I 5
Sierra Summit Advisors Llc 5
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 5
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF 5
JMIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Minimum Volatility ETF 5
Ameliora Wealth Management Ltd. 5
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 5
Westshore Wealth, LLC 5
Biltmore Wealth Management, LLC 5
Aquire Wealth Advisors, LLC 5
Bellevue Asset Management, Llc 5
Philadelphia Investment Partners, LLC 5
Mountain Hill Investment Partners Corp. 5
MPLCX - BNY MELLON FUNDS TRUST - BNY Mellon Large Cap Stock Fund Class M Shares 5
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A 5
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares 5
Graney & King, LLC 5
HAMVX - HARBOR FUNDS - Harbor Mid Cap Value Fund Institutional Class 5
Platform Technology Partners 5
Cresta Advisors, Ltd. 5
BLACKROCK FUNDS - BlackRock Defensive Advantage Emerging Markets Fund Institutional 5
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A 5
Fagan Associates, Inc. 5
BLACKROCK FUNDS - BlackRock Defensive Advantage U.S. Fund Institutional 5
Coho Partners, Ltd. 5
IOBAX - SCM Trust - ICON FLEXIBLE BOND FUND Investor Class 5
HACBX - HARBOR FUNDS - Harbor Core Bond Fund Institutional Class 5
Sanctuary Wealth Management, L.L.C. 5
Wealth Effects Llc 5
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A 5
PMNTX - PIMCO FUNDS - PIMCO National Intermediate Municipal Bond Fund Class A 5
TCCBX - FundVantage Trust - Ambrus Tax-Conscious California Bond Fund Institutional Class 5
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 5
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P 5
LOCYX - LOOMIS SAYLES FUNDS II - Loomis Sayles Credit Income Fund Class Y 5
Eaton Vance Tax Advantaged Dividend Income Fund 5
S&co Inc 5
Multi-strategy Growth & Income Fund 5
JPIAX - JPMorgan Trust I - JPMorgan Intrepid America Fund Class I 5
Virtus Insight Trust 5
Voya Prime Rate Trust 5
JECAX - JPMorgan Trust I - JPMorgan Emerging Markets Strategic Debt Fund Class A 5
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A 5
Purisima Funds 5
Claudia M.p. Batlle, Crp (r) Llc 5
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 5
Touchstone Investment Trust 5
RIA Advisory Group LLC 5
Maridea Wealth Management LLC 5
OneAscent Family Office, LLC 5
Argonautica Private Wealth Management, Inc 5
PBSM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA Small Cap ETF 5
Verity & Verity, LLC 5
Accent Capital Management, LLC 5
Inverness Investment Group, LLC 5
Crow Point Global Dividend Plus Fund 5
New Amsterdam Partners Llc/ny 5
VCSLX - VALIC Co I - Small Cap Index Fund 5
Taylor Wealth Management Partners 5
Jackson Wealth Management, LLC 5
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3 5
Elevatus Welath Management 5
Bryce Point Capital, LLC 5
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A 5
MXDU - ETF Series Solutions - Nationwide Maximum Diversification U.S. Core Equity ETF 5
TNBCX - 1290 Funds - 1290 SmartBeta Equity Fund Class T 5
Koesten, Hirschmann & Crabtree, INC. 5
Pentwater Capital Management LP 5
RFG - Bristol Wealth Advisors, LLC 5
Asset Allocation & Management Company, LLC 5
MRP Capital Investments, LLC 5
Spotlight Asset Group, Inc. 5
Emerson Investment Management, Llc 5
PRIHX - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. - T. Rowe Price Intermediate Tax-Free High Yield Fund, Inc. 5
Putnam Fund For Growth & Income 5
Seven Mile Advisory 5
NTAIX - Northern Lights Fund Trust - Navigator Tactical U.S. Allocation Fund Class I 5
Seneschal Advisors, LLC 5
Virtus Total Return Fund 5
Trutina Financial LLC 5
PFW Advisors LLC 5
Buckingham Capital Management, Inc. 5
Global Endowment Management, LP 5
waypoint wealth counsel 5
Henderson Global Funds 5
Legacy Capital Partners, Inc. 5
PGIM Short Duration High Yield Opportunities Fund 5
Oppenheimer Main Street Funds 5
Crescent Sterling, Ltd. 5
SQIFX - SIT MUTUAL FUNDS II INC - Sit Quality Income Fund 5
Braver Wealth Management, LLC 5
AMZA - ETFis Series Trust I - InfraCap MLP ETF 5
HBC Financial Services, PLLC 5
Finivi Inc. 5
RSIIX - TRUST FOR PROFESSIONAL MANAGERS - RiverPark Strategic Income Fund Institutional Class Shares 5
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I 5
MD Financial Management Inc. 5
MPLDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Short Duration Income Portfolio Class I Shares 5
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund 5
Private Harbour Investment Management & Counsel, LLC 5
Marble Wealth, LLC 5
Crossvault Capital Management LLC 5
Fidgeon Timothy F 5
EagleClaw Capital Managment, LLC 5
MRGIX - BMO FUNDS, INC. - BMO Strategic Income Fund Class Y 5
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund 5
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 5
USI - Principal Exchange-Traded Funds - Principal Ultra-Short Active Income ETF 5
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund 5
YLD - Principal Exchange-Traded Funds - Principal Active Income ETF (formerly Principal EDGE Active Income ETF) 5
Hanlon Investment Management, Inc. 5
MSH Capital Advisors LLC 5
Scoggin Management Lp 5
Epstein & White Financial LLC 5
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced U.S. Low Volatility Equity Portfolio Factor Enhanced U.S. Low Volatility Equity Portfolio 5
UBP Investment Advisors SA 5
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund 5
GKV Capital Management Co., Inc. 5
Union Savings Bank 5
D L Carlson Investment Group Inc 5
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class 5
First Western Trust Bank 5
Renaissance Investment Group LLC 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I 5
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 5
Stillwater Investment Management, LLC 5
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A 5
PSRIX - PIMCO FUNDS - PIMCO Senior Floating Rate Fund Institutional Class 5
Blue Sparrow, LLC /DE 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 5
Guidance Capital, Inc 5
Merriman Wealth Management, LLC 5
MFRFX - MFS SERIES TRUST V - MFS Research Fund A 5
Lakewood Asset Management LLC 5
Bath Savings Trust Co 5
Holloway Wealth Management, LLC 5
Copper Rock Capital Partners, LLC 5
PICB - Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF 5
ACSIX - Investment Managers Series Trust II - Arena Strategic Income Fund Class I Shares 5
Community Bank & Trust, Waco, Texas 5
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 5
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. High Yield Fund Series I 5
Marshwinds Advisory Co 5
Community Trust & Investment Co 5
Primecap Management Co/ca/ 5
Affiance Financial, LLC 5
Hurlow Wealth Management Group, Inc. 5
Mitchell Sinkler & Starr/pa 5
Delap Wealth Advisory, Llc 5
Franklin Templeton ETF Trust - Franklin Income Focus ETF 5
Samlyn Capital, Llc 5
Woodstock Corp 5
Ninepoint Partners LP 5
Putnam ETF Trust - Putnam PanAgora ESG Emerging Markets Equity ETF - 5
Bouchey Financial Group Ltd 5
Emprise Bank 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Gs Investments, Inc. 5
Pettyjohn, Wood & White, Inc 5
Strive Asset Management, LLC 5
PYGFX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Fixed Income Fund (Investor Class) 5
GENFX - FundVantage Trust - Gotham Enhanced 500 Fund Institutional Class 5
Beaton Management Co. Inc. 5
Nixon Peabody Trust Co 5
Affinity Capital Advisors, LLC 5
Grassi Investment Management 5
Newman Dignan & Sheerar, Inc. 5
Amussen Hunsaker Associates Llc 5
LMSFX - FEDERATED MUNICIPAL BOND FUND INC - FEDERATED MUNICIPAL BOND FUND INC Class A Shares 5
Regal Wealth Group, Inc. 5
Campbell Newman Asset Management Inc 5
Viawealth, Llc 5
Wambolt & Associates, LLC 5
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund 5
Summit Financial Group, Inc. 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
Mitsubishi UFJ Asset Management (UK) Ltd. 5
Putnam ETF Trust - Putnam PanAgora ESG International Equity ETF - 5
ROSS\JOHNSON & Associates LLC 5
BUFF - Innovator ETFs Trust II - Innovator Laddered Fund of S&P 500 Power Buffer ETFs 5
JBR Co Financial Management Inc 5
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C 5
Noked Capital LTD 5
Eaton Vance Municipal Bond Fund 5
Franklin Street Advisors Inc /nc 5
Watermark Asset Management, Inc. 5
RIFEX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class E 5
Castlekeep Investment Advisors Llc 5
Game Plan Financial Advisors, LLC 5
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class 5
Addenda Capital Inc. 5
FSREX - FIDELITY SECURITIES FUND - Fidelity Series Real Estate Income Fund 5
Vann Equity Management LLC 5
Sage Private Wealth Group, Llc 5
Cohen Klingenstein LLC 5
New Century Investment Management, Inc 5
Peak Planning Group, LLC 5
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 5
Next Level Private LLC 5
Forte Capital Llc /adv 5
Dimension Capital Management Llc 5
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF 5
440 Investment Group, Llc 5
Ivy High Income Opportunities Fund 5
Loudon Investment Management, LLC 5
CLRG - IndexIQ ETF Trust - IQ Chaikin U.S. Large Cap ETF 5
Strategic Family Wealth Counselors, L.L.C. 5
Berkshire Hathaway Inc 5
Pioneer Trust Bank N A/or 5
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class 5
HGDAX - Investment Managers Series Trust - AAM/HIMCO Global Enhanced Dividend Fund Class A 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 5
IBDY - iSHARES TRUST - iShares iBonds Dec 2033 Term Corporate ETF 5
Waverton Investment Management Ltd 5
Hamlin Capital Management, LLC 5
Cambient Family Office, Llc 5
TOWER TRUST Co 5
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF 5
Cherry Creek Investment Advisors, Inc. 5
Redwood Capital Management, Llc 5
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C 5
Leigh Baldwin & Co., Llc 5
Cura Wealth Advisors, Llc 5
BlackRock ETF Trust II - BlackRock Short-Term California Muni Bond ETF 5
Henrickson Nauta Wealth Advisors, Inc. 5
Evanson Asset Management, LLC 5
Cumberland Partners Ltd 5
Garrison Asset Management, LLC 5
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund 5
Hayek Kallen Investment Management 5
Accredited Wealth Management, LLC 5
Tradition Asset Management Llc 5
Mathes Company, Inc. 5
Northstar Wealth Partners LLC 5
Atlas Brown,Inc. 5
PBEE - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Emerging Markets ETF 5
Charles Schwab Trust Co 5
HDPBX - PROFESSIONALLY MANAGED PORTFOLIOS - Hodges Blue Chip Equity Income Fund Retail Class 5
Measured Risk Portfolios, Inc. 5
R. G. Niederhoffer Capital Management Inc 5
Family Legacy, Inc. 5
VMAT - Managed Portfolio Series - V-Shares MSCI World ESG Materiality and Carbon Transition ETF 5
Hibernia Wealth Partners, LLC 5
Fairway Wealth LLC 5
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 5
LKFIX - LKCM Funds - LKCM Fixed Income Fund 5
ESGE - iShares, Inc. - iShares ESG MSCI EM ETF 5
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A 5
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF 5
WFA Asset Management Corp 5
Cliftonlarsonallen Wealth Advisors, Llc 5
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard 5
Jacobsen Capital Management 5
Capital World Growth & Income Fund 5
Novem Group 5
Majedie Asset Management Ltd 5
InTrack Investment Management Inc 5
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 5
Kure Advisory, LLC 5
LEAD - Reality Shares ETF Trust - REALITY SHARES DIVCON LEADERS DIVIDEND ETF 5
NTKLX - Voya MUTUAL FUNDS - Voya Multi-Manager International Small Cap Fund Class A 5
Embree Financial Group 5
StrategIQ Financial Group, LLC 5
PharVision Advisers, LLC 5
Sentry Investments Corp. 5
Tcw Alternative Funds 5
Alvarez & Marsal Private Wealth Partners, LLC 5
Glass Wealth Management Co LLC 5
LEAAX - CENTAUR MUTUAL FUNDS TRUST - Lebenthal Ultra Short Tax-Free Income Fund Class A Shares 5
Pinebridge Investments Llc 5
Rushmore Investment Advisors, Inc. 5
Harfst & Associates, Inc. 5
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 5
Wheatland Advisors Inc 5
HCR Wealth Advisors 5
Schwarz Dygos Wheeler Investment Advisors Llc 5
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5
Western Asset High Income Fund Ii Inc. 5
CI Global Investments Inc. 5
O'Keefe Stevens Advisory, Inc. 5
Bristol Advisors, LLC 5
Jasper Ridge Partners, L.P. 5
OTA Financial Group L.P. 5
NOTAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Strategic High Yield Tax-Free Fund Class A 5
Gratus Wealth Advisors, LLC 5
Camden National Bank 5
Findlay Park Partners LLP 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class 5
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 5
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund 5
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 5
Huber Capital Management LLC 5
Wealth Dimensions Group, Ltd. 5
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A 5
GMOI - 2023 ETF Series Trust II - GMO International Value ETF 5
Aspen Grove Capital, LLC 5
Sumitomo Mitsui Financial Group, Inc. 5
Quantedge Capital Pte Ltd 5
Balboa Wealth Partners 5
Condor Capital Management 5
Rockport Wealth LLC 5
SMLAX - DEUTSCHE DWS MUNICIPAL TRUST - DWS Managed Municipal Bond Fund Class A 5
Sienna Gestion 5
MXGBX - GREAT-WEST FUNDS INC - Great-West Global Bond Fund Investor Class 5
Waterfront Wealth Inc. 5
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 5
Kovitz Investment Group, LLC 5
BERIX - Chartwell Funds - Berwyn Income Fund 5
Jd Capital Management Llc 5
Passumpsic Savings Bank 5
TLDAX - THORNBURG INVESTMENT TRUST - Thornburg Low Duration Income Fund Class A 5
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A 5
Sequent Planning LLC 5
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 5
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF 5
Wells Fargo Multi-sector Income Fund 5
BSBE - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 USD Emerging Markets Debt ETF 5
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 5
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF 5
Davidson Investment Advisors 5
Western Asset Global Corporate Defined Opportunity Fund Inc. 5
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF 5
FEAFX - FIRST EAGLE FUNDS - First Eagle Fund of America Class Y 5
Swedbank AB 5
Perryman Financial Advisory Inc /ad 5
Bel Air Investment Advisors Llc 5
New Covenant Trust Company, N.A. 5
Onyx Bridge Wealth Group LLC 5
Bridges Investment Counsel Inc/ 5
DSG Capital Advisors, LLC 5
Jnl Series Trust - Jnl/wmc Value Fund (a) 5
ALTHX - AB MUNICIPAL INCOME FUND, INC. - AB National Portfolio Class A 5
Tandem Investment Advisors, Inc. 5
JBJ Investment Partners, LLC 5
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 5
New Century Advisors, LLC 5
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A 5
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 5
Orca Investment Management, LLC 5
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF 5
AIEQ - ETF Managers Trust - AI Powered Equity ETF 5
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF 5
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A 5
Perennial Advisors, LLC 5
Jet Capital Investors L P 5
Mosaic Financial Group, Llc 5
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF 5
Robertson Stephens Advisors Llc 5
AYBRX - Allianz Funds Multi-Strategy Trust - AllianzGI High Yield Bond Fund Class R 5
Osborne Partners Capital Management, Llc 5
DVY - iSHARES TRUST - iShares Select Dividend ETF 5
ALSEX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles U.S. Equity Fund Class R6 5
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF 5
Payden & Rygel Investment Group 5
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF 5
FLARX - Pioneer Series Trust VI - Pioneer Floating Rate Fund : Class A 5
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 5
Argentiere Capital Ag 5
Estate Counselors, LLC 5
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 5
First National Bank & Trust Co Of Newtown 5
ABVAX - AB TRUST - AB Value Fund Class A 5
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund 5
Atlantic Private Wealth, LLC 5
Lau Associates Llc 5
IBCD - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ex-Financials ETF 5
Harvey Capital Management Inc 5
Norris Perne & French Llp/mi 5
Gunpowder Capital Management, LLC dba Oliver Wealth Management 5
SCHC - SCHWAB STRATEGIC TRUST - Schwab International Small-Cap Equity ETF 5
Cheviot Value Management, LLC 5
IBDC - iSHARES TRUST - iShares iBonds Mar 2020 Term Corporate ETF 5
Dnp Select Income Fund Inc 5
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5
IBHB - iSHARES TRUST - iShares iBonds 2022 Term High Yield and Income ETF 5
Legacy Trust 5
AGRPX - Allianz Funds Multi-Strategy Trust - AllianzGI Multi Asset Income Fund P 5
Benchmark Financial Wealth Advisors, LLC 5
Watts Gwilliam & Co., LLC 5
Value Holdings Management Co. Llc 5
Gateway Advisory, LLC 5
Acumen Wealth Advisors, LLC 5
Bank Of Stockton 5
Clear Point Advisors Inc. 5
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5
First National Bank of Hutchinson 5
MBL Wealth, LLC 5
Lifetime Wealth Management P.C. 5
Sugar Maple Asset Management, LLC 5
Abeille Asset Management Sa 5
Brookwood Investment Group LLC 5
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF 5
LRT Capital Management, LLC 5
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF 5
Excalibur Management Corp 5
Blue Granite Capital, LLC 5
Van Den Berg Management I, Inc 5
Caliber Wealth Management, LLC / KS 5
Fragasso Group Inc. 5
DEDAX - DELAWARE GROUP GOVERNMENT FUND - Delaware Emerging Markets Debt Fund Class A 5
Oppenheimer Equity Income Fund 5
Portland Global Advisors LLC 5
First Dallas Securities Inc. 5
Ade, Llc 5
Harbor Advisors LLC 5
Amplify ETF Trust - Amplify AI Powered Equity ETF 5
Teton Westwood Funds 5
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund 5
Granite Harbor Advisors, Inc. 5
Callahan Advisors, LLC 5
Encore Global Management, LP 5
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 5
TEGS - Collaborative Investment Series Trust - Trend Aggregation ESG ETF 5
Westend Partners Lp 5
Parsec Financial Management, Inc. 5
Robinson Value Management, Ltd. 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
Clear Street Llc 5
Etf Managers Group, Llc 5
IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I 5
Fort Pitt Capital Group Inc 5
Pvg Asset Management Corp 5
Connecticut Wealth Management, LLC 5
Wedgewood Investors Inc /pa/ 5
QTR Family Wealth, LLC 5
O'Brien Wealth Partners LLC 5
IQDE - FlexShares Trust - FlexShares International Quality Dividend Defensive Index Fund 5
Scotia Asset Management L.P. 5
TOWER TRUST & INVESTMENT Co 5
Smith Chas P & Associates Pa Cpas 5
Badgley Phelps & Bell Inc 5
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF 5
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund 5
Oppenheimer Global Multi-asset Income Fund 5
Corient IA LLC 5
Woodward Diversified Capital, Llc 5
Rnc Capital Management Llc 5
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF 5
ROAM - Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF 5
Financial Advisory Group 5
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional 5
Guidant Wealth Advisors 5
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A 5
Arthur Zaske & Associates, LLC 5
Kingdon Capital Management, L.l.c. 5
Keynote Financial Services Llc 5
Cardinal Capital Management 5
American Independence Financial Services LLC 5
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF 5
Networth Advisors, LLC 5
IMSIX - 360 Funds - IMS Strategic Income Fund Institutional Class Shares 5
Nuveen Quality Municipal Income Fund 5
SummerHaven Investment Management, LLC 5
General Partner, Inc. 5
Monarch Partners Asset Management LLC 5
Lbmc Investment Advisors, Llc 5
Martin Investment Management, LLC 5
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF 5
Connective Portfolio Management, LLC 5
Pinnacle Advisory Group, Inc. 5
Blue Square Asset Management, Llc 5
LMG Wealth Partners, LLC 5
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF 5
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A 5
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A 5
OHIO NATIONAL FUND INC - ON International Equity Portfolio 5
Winning Points Advisors, LLC 5
Alleghany Corp /de 5
ZDIVX - Investment Managers Series Trust - Zacks Dividend Fund Investor Class 5
Benedict Financial Advisors Inc 5
Monte Financial Group, LLC 5
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class 5
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 5
Barton Investment Management 5
BW Gestao de Investimentos Ltda. 5
Baron Wealth Management LLC 5
SeaTown Holdings Pte. Ltd. 5
Probity Advisors, Inc. 5
Victory Institutional Funds 5
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund 5
SAHYX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Global High Yield Bond Fund Class A 5
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I 5
Friedberg Investment Management 5
Old Port Advisors 5
MARNX - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity Fund - Institutional Class 5
AXBAX - Columbia Funds Series Trust II - Columbia Capital Allocation Aggressive Portfolio Class A 5
Spinnaker Trust 5
RDA Financial Network 5
Andesa Financial Management Inc. 5
RVW Wealth, LLC 5
LFA - Lugano Financial Advisors SA 5
Brady Family Wealth, Llc 5
Lineweaver Wealth Advisors, LLC 5
Oasis Advisors, LLC 5
PEQUX - PUTNAM GLOBAL EQUITY FUND - PUTNAM GLOBAL EQUITY FUND Class A Shares 5
American Fidelity Dual Strategy Fund Inc 5
NUSAX - Northern Lights Fund Trust - Navigator Ultra Short Bond Fund Class A 5
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A 5
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF 5
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF 5
Entrust Financial Llc 5
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF 5
Oppenheimer Series Fund 5
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 5
BlackRock ETF Trust - BlackRock Large Cap Core ETF 5
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A 5
Sharp Financial Services, LLC 5
Archipel Asset Management AB 5
HEET - Hartford Funds Exchange-Traded Trust - Hartford Schroders ESG US Equity ETF 5
Curated Wealth Partners LLC 5
Soviero Asset Management, LP 5
City Center Advisors, LLC 5
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund 5
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF 5
RBB FUND, INC. - Adara Smaller Companies Fund 5
Silver Grove Financial Group, Inc. 5
Harbert Fund Advisors, Inc. 5
Beaumont Financial Advisors, LLC 5
Channing Capital Management, LLC 5
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund 5
Sage Rhino Capital Llc 5
Ninety One SA (PTY) Ltd 5
Sentinel Group Funds Inc 5
Valley Forge Asset Management, Llc 5
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A 5
BNY MELLON INVESTMENT PORTFOLIOS - Core Value Portfolio - Initial Shares 5
VMCVX - VALIC Co II - Mid Cap Value Fund 5
Schnieders Capital Management, Llc. 5
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans 5
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1 5
Halcyon Offshore Asset Management Llc 5
Cox Capital Mgt LLC 5
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund 5
Paulson & Co. Inc. 5
CIZ - Victory Portfolios II - VictoryShares Developed Enhanced Volatility Wtd ETF 5
QLMYIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Variable Global High Yield Bond Portfolio Class I 5
KAMES CAPITAL management Ltd 5
Smith Anglin Financial, LLC 5
FTWO - EA Series Trust - Strive FAANG 2.0 ETF 5
Aegon Asset Management Uk Plc 5
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A 5
IQLT - iSHARES TRUST - iShares Edge MSCI Intl Quality Factor ETF 5
AUERX - Unified Series Trust - Auer Growth Fund 5
ARGA Investment Management, LP 5
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF 5
Uniplan Investment Counsel, Inc. 5
Cardinal Capital Management, Inc. 5
Alpine Partners USVI, LLC 5
SBB Research Group LLC 5
Legato Capital Management LLC 5
Fiduciary Asset Management Llc 5
American State Bank (Iowa) 5
LaFleur & Godfrey LLC 5
Geduld E E 5
Valtura Capital Partners LLC 5
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 5
Harbour Investment Management Llc 5
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF 5
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 5
Mcdaniel Terry & Co 5
American Beacon Advisors, Inc. 5
Chris Bulman Inc 5
Cabot Wealth Management Inc 5
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 5
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5
Staley Capital Advisers Inc 5
Security National Bank Of So Dak 5
Re Advisers Corp 5
Zevin Asset Management Llc 5
VR Advisory Services Ltd 5
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A 5
FEXPX - FIDELITY SUMMER STREET TRUST - Fidelity Export and Multinational Fund 5
Aj Wealth Strategies, Llc 5
Athena Wealth Management, LLC 5
Harrell Investment Partners, Llc 5
LongView Wealth Management 5
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund 5
Cypress Capital Management Llc 5
Evelyn Partners Asset Management Ltd 5
Palouse Capital Management, Inc. 5
Southeast Asset Advisors Inc. 5
Western Asset Global High Income Fund Inc. 5
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF 5
VICTORY VARIABLE INSURANCE FUNDS - Victory INCORE Low Duration Bond VIP Series Class I 5
RLLCX - Ultimus Managers Trust - Ryan Labs Long Credit Fund 5
VASFX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Alternative Strategies Fund Investor Shares 5
AFDDX - AMERICAN PENSION INVESTORS TRUST - Yorktown Capital Income Fund Class L Shares 5
LOM Asset Management Ltd 5
Independence Capital Asset Partners, LLC 5
Capstone Financial Group, Inc. 5
Klein Pavlis & Peasley Financial, Inc. 5
Nordwand Advisors, LLC 5
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A 5
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class 5
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF 5
NS Partners Ltd 5
Buckhead Capital Management Llc 5
FMEIX - Fidelity Commonwealth Trust II - Fidelity Mid Cap Enhanced Index Fund 5
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF 5
Mattern Wealth Management LLC 5
Mogy Joel R Investment Counsel Inc 5
DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A 5
DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A 5
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 5
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class 5
Fusion Investment Group, LLC 5
Alaska Permanent Capital Management 5
Round Table Investment Management Company, Lp 5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 5
Tripletail Wealth Management, LLC 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Small Cap Portfolio 5
Ariadne Wealth Management, LP 5
LSLTX - LEUTHOLD FUNDS INC - LEUTHOLD SELECT INDUSTRIES FUND No Load 5
Canoe Financial LP 5
Z3 Capital Partners, LLC 5
Centennial Bank/AR/ 5
Horizon Investment Services, LLC 5
Beacon Financial Advisory LLC 5
Brooktree Capital Management 5
Custom Portfolio Group LLC 5
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A 5
Cypress Wealth Advisors LLC 5
Trinity Legacy Partners, LLC 5
Cortland Advisers Llc 5
Sterneck Capital Management, LLC 5
Waterway Wealth Management, LLC 5
Bristol John W & Co Inc /ny/ 5
Tealwood Asset Management Inc 5
NTB Financial Corp 5
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
Mfs Intermediate High Income Fund 5
Pursuit Wealth Strategies, Llc 5
Cary Street Partners Asset Management Llc 5
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF 5
Vista Investment Management 5
Hohimer Wealth Management, Llc 5
Seneca Capital Investments, L.p. 5
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF 5
Fft Wealth Management Llc 5
Capital Group KKR Multi-Sector (plus) 5
Hendershot Investments Inc. 5
British Airways Pensions Investment Management Ltd 5
MCYAX - MAINSTAY FUNDS TRUST - MainStay Candriam Emerging Markets Equity Fund Class A 5
MASAX - MAINSTAY FUNDS - MainStay MacKay Unconstrained Bond Fund Class A 5
KDFI - Krane Shares Trust - KFA Dynamic Fixed Income ETF 5
Sunflower Bank, Na Wealth Management 5
WHV Investments, Inc. 5
McCarthy Grittinger Financial Group, LLC 5
EHLS - Tidal Trust II - Even Herd Long Short ETF 5
CQS Cayman LP 5
Nuveen High Income 2023 Target Term Fund 5
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF 5
HAP Trading, LLC 5
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price Emerging Markets Corporate Multi-Sector Account Portfolio 5
Highland Global Allocation Fund 5
Nuveen Municipal Credit Opportunities Fund 5
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares 5
IHOAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD INTERNATIONAL OPPORTUNITIES FUND Class A 5
Stonebridge Financial Planning Group, LLC 5
Perennial Investment Advisors, LLC 5
Townsend Asset Management Corp /nc/ /adv 5
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 5
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund 5
ANHAX - Angel Oak Funds Trust - Angel Oak High Yield Opportunities Fund Class A 5
ICW Investment Advisors LLC 5
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A 5
Cannon Financial Strategists, Inc. 5
Willow Street Advisors LLC 5
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares 5
Lewis Asset Management, LLC 5
Minot Wealth Management LLC 5
Tritonpoint Wealth, Llc 5
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF 5
Meadow Creek Wealth Advisors Llc 5
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund 5
Duff & Phelps Select Energy Mlp Fund Inc. 5
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares 5
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund 5
Verus Financial Partners, Inc. 5
LifeSteps Financial, Inc. 5
Journey Retirement Planning & Investment Management Llc 5
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IA 5
Capstone Financial Advisors, Inc. 5
Eos Management, L.P. 5
JOBIX - Advisers Investment Trust - JOHCM Global Income Builder Fund Institutional Shares 5
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 5
Traveka Wealth, LLC 5
Avondale Wealth Management 5
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares 5
Ardevora Asset Management LLP 5
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IA 5
Key Client Fiduciary Advisors, LLC 5
Sitrin Capital Management LLC 5
Miller Global Investments, LLC 5
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IA 5
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5
Mandatum Life Insurance Co Ltd 5
SZMAX - DEUTSCHE DWS TAX FREE TRUST - DWS Intermediate Tax-Free Fund Class A 5
American National Bank & Trust Co /va/ 5
FYLD - Cambria ETF Trust - Cambria Foreign Shareholder Yield ETF 5
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IA 5
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF 5
Schrum Private Wealth Management LLC 5
Cerro Pacific Wealth Advisors LLC 5
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class 5
F3Logic, LLC 5
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 5
White Pine Capital Llc 5
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 5
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5
BTRIX - Advisors' Inner Circle Fund III - BARROW HANLEY TOTAL RETURN BOND FUND I Shares 5
Sterling Financial Planning, Inc. 5
Brandes Investment Partners, Lp 5
CCBAX - City National Rochdale Funds - City National Rochdale Corporate Bond Fund - Class N 5
Foster Victor Wealth Advisors, LLC 5
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 5
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF 5
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF 5
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF 5
Harbour Trust & Investment Management Co 5
SMSVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Multi-Sector Bond Fund Class A 5
IFTAX - Voya PARTNERS INC - Voya International High Dividend Low Volatility Portfolio Class ADV 5
Barrett & Company, Inc. 5
Laidlaw Wealth Management LLC 5
Argent Capital Management Llc 5
Connors Investor Services Inc 5
Tortoise Power & Energy Infrastructure Fund Inc 5
Leo H. Evart, Inc. 5
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 5
DSEUX - DoubleLine Funds Trust - DoubleLine Shiller Enhanced International CAPE Class I 5
MSHAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Short-Duration Bond Fund Class A 5
MSSAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Main Street Fund Class A 5
Archetype Wealth Partners 5
Cedar Capital, Llc 5
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares 5
Philip James Wealth Mangement, LLC 5
WMFAX - WELLS FARGO FUNDS TRUST - Wells Fargo Municipal Bond Fund Class A 5
SMAVX - WELLS FARGO FUNDS TRUST - Wells Fargo Ultra Short-Term Municipal Income Fund Class A 5
WHYDX - WELLS FARGO FUNDS TRUST - Wells Fargo High Yield Municipal Bond Fund Administrator Class 5
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF 5
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class 5
Cornell Pochily Investment Advisors, Inc. 5
O'Brien Greene & Co. Inc 5
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 5
ESIYX - WELLS FARGO FUNDS TRUST - Wells Fargo International Bond Fund Class A 5
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 5
Consolidated Portfolio Review Corp 5
VRTGX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Growth Index Fund Institutional Shares 5
Aurora Financial Advisors, Llc 5
Astenbeck Capital Management LLC 5
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 5
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 5
HRVIX - HEARTLAND GROUP INC - HEARTLAND VALUE PLUS FUND Investor Class 5
Lokken Investment Group LLC 5
Compass Financial Advisors Llc 5
Surevest, LLC 5
Badgley Phelps Wealth Managers, LLC 5
PLSTX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Strategic Income CLASS A 5
VDNI - Managed Portfolio Series - V-Shares US Diversity ETF 5
Baupost Group Llc/ma 5
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A 5
My Legacy Advisors, LLC 5
PLAHX - PACIFIC FUNDS SERIES TRUST - Pacific Funds High Income CLASS A 5
MMLDX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Limited Duration Inflation Focused Bond Fund Class I 5
PACIFIC FUNDS SERIES TRUST - PF Large-Cap Value Fund CLASS P 5
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 5
CGMRX - CGM TRUST - CGM Realty Fund 5
VFLQ - VANGUARD WELLINGTON FUND - Vanguard U.S. Liquidity Factor ETF ETF Shares 5
TSDOX - Touchstone Funds Group Trust - Touchstone Ultra Short Duration Fixed Income Fund Class Z 5
Criterion Capital Advisors, Llc 5
Pinnacle Private Wealth, LLC 5
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares 5
VCI Wealth Management LLC 5
Vivaldi Opportunities Fund 5
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF 5
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF 5
CIGRX - CALAMOS INVESTMENT TRUST/IL - Calamos International Growth Fund Class A 5
Single Point Partners, LLC 5
BCS Wealth Management 5
JRIFX - John Hancock Funds II - Retirement Income 2040 Fund Class R6 5
Goldstone Financial Group, LLC 5
Stonebrook Private Inc. 5
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A 5
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A 5
CATF - AMERICAN CENTURY ETF TRUST - American Century California Municipal Bond ETF 5
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A 5
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A 5
GAKIX - Investment Managers Series Trust II - AXS Merger Fund Class I 5
SkyBridge Capital II, LLC 5
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund 5
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares 5
Cross Staff Investments Inc 5
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional 5
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares 5
Sweet Financial Partners, LLC 5
Key Capital Management, INC 5
Houlihan Financial Resource Group, Ltd. 5
Permanens Capital L.P. 5
HYHG - PROSHARES TRUST - ProShares High Yield-Interest Rate Hedged 5
Twin Focus Capital Partners, Llc 5
Qp Wealth Management, Llc 5
HSBC FUNDS - HSBC High Yield Fund Class A 5
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5
Warther Private Wealth, LLC 5
Cyrus J. Lawrence, LLC 5
Hefty Wealth Partners 5
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1 5
Windsor Group LTD 5
First Washington CORP 5
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1 5
Northwestern Mutual Investment Services Llc 5
Euclidean Technologies Management, LLC 5
Cypress Point Wealth Management, LLC 5
Van Strum & Towne Inc. 5
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF 5
Full Sail Capital, LLC 5
Richwood Investment Advisors, LLC 5
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 5
Westfuller Advisors, LLC 5
Sapphire Star Partners LP 5
JTFCX - JPMORGAN TRUST II - JPMorgan Tax Free Bond Fund Class C 5
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 5
Oak Harbor Wealth Partners, Llc 5
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders U.S. Large Cap Equity ETF 5
Cincinnati Insurance Co 5
Klr Investment Advisors, Llc 5
Howard Financial Services, Ltd. 5
Capital Financial Planning, LLC 5
New Century Financial Group, LLC 5
Investmark Advisory Group LLC 5
Stonnington Group, Llc 5
BPTRX - BARON SELECT FUNDS - Baron Partners Fund 5
DDSTX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Disciplined Stock Fund 5
Optivise Advisory Services LLC 5
Insight Inv LLC 5
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 5
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund II 5
Everstar Asset Management, LLC 5
Highland Private Wealth Management 5
Redmond Asset Management, LLC 5
SS&H Financial Advisors, Inc. 5
Mechanics Financial Corp 5
Silicon Valley Capital Partners 5
ASTMA - ANCHOR SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 5
3 Factor Indexing, Llc 5
MWORX - METROPOLITAN WEST FUNDS - MetWest Opportunistic High Income Credit Fund Class M 5
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A 5
Autumn Glory Partners, LLC 5
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 5
Carroll Investors, Inc 5
Guggenheim Variable Funds Trust - SERIES O (ALL CAP VALUE SERIES) A 5
Strategic Wealth Designers 5
Aristeia Capital Llc 5
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000 5
Db-x Exchange-traded Funds Inc. 5
Mid-American Wealth Advisory Group, Inc. 5
Cutler Investment Counsel Llc 5
Trust For Advisor Solutions 5
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 5
DODLX - DODGE & COX FUNDS - Dodge & Cox Global Bond Fund 5
Latitude Advisors, LLC 5
Capital Group Private Client Services, Inc. 5
Acorn Creek Capital Llc 5
Stablepoint Partners, LLC 5
PSHNX - PENN Capital Funds Trust - Penn Capital Defensive Short Duration High Income Fund 5
Legacy Investment Solutions, LLC 5
Ponta Wealth Partners, LLC 5
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares 5
Danda Trouve Investment Management, Inc. 5
Fosun International Ltd 5
VTEAX - VANGUARD MUNICIPAL BOND FUNDS - Vanguard Tax-Exempt Bond Index Fund Admiral Shares 5
ClearAlpha Technologies LP 5
Northeast Investment Management 5
Pimco California Municipal Income Fund Ii 5
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A 5
THAYX - TRANSAMERICA FUNDS - Transamerica High Yield Muni A 5
Bank Hapoalim Bm 5
L.m. Kohn & Company 5
GLOSX - Pioneer Series Trust V - Pioneer Global Equity Fund : Class A 5
Portfolio Design Labs, LLC 5
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N 5
BOCHK Asset Management Ltd 5
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 5
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class 5
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 5
Rainier Investment Management Llc 5
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 5
UWM - PROSHARES TRUST - ProShares Ultra Russell2000 5
Foster Dykema Cabot & Co Inc/ma 5
Provident Wealth Management, LLC 5
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 5
RDMX - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Developed Markets Ex US ESG Select ETF 5
Cardiff Park Advisors, Llc 5
AEPGX - EUROPACIFIC GROWTH FUND - EUROPACIFIC GROWTH FUND Class A 5
POPFX - PROSPECTOR FUNDS, INC. - Prospector Opportunity Fund No Classes 5
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A 5
Jessup Wealth Management, Inc 5
QICLX - AQR Funds - AQR International Multi-Style Fund Class I 5
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A 5
Carl Stuart Investment Advisor, Inc 5
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 5
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 5
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class 5
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 5
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A 5
Essential Planning, LLC. 5
Value Line Funds Variable Trust - Value Line Strategic Asset Management Trust 5
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 5
Peoples Bank /oh 5
Creegan & Nassoura Financial Group, LLC 5
Noked Israel Ltd 5
TFB Advisors LLC 5
AlphaQ Advisors LLC 5
IBHH - iSHARES TRUST - iShares iBonds 2028 Term High Yield and Income ETF 5
Members Capital Advisors Inc 5
Princeton Portfolio Strategies Group LLC 5
CURCX - MAINSTAY FUNDS TRUST - MainStay Cushing Energy Income Fund Class C 5
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5
Lifeworks Advisors, LLC 5
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 5
Allegiance Financial Group Advisory Services LLC 5
Watson Rebecca 5
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB 5
Fi3 FINANCIAL ADVISORS, LLC 5
Bivin & Associates, Inc. 5
Palumbo Wealth Management LLC 5
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 5
Lipe & Dalton 5
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F 5
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 5
Mill Capital Management, LLC 5
Cfs, Llc 5
Smith & Howard Wealth Management, LLC 5
KRMA - Global X Funds - Global X Conscious Companies ETF 5
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F 5
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 5
SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F 5
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F 5
Wiser Advisor Group LLC 5
Richardson Capital Management LLC 5
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 5
Olistico Wealth, LLC 5
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5
Beirne Wealth Consulting Services, LLC 5
PACIFIC SELECT FUND - Inflation Strategy Portfolio Class I 5
SLDBX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Limited Duration Bond Fund - Class A 5
Edmond de Rothschild (Europe) 5
FCG Investment Co 5
Sterling Manor Financial, LLC 5
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 5
Dagco, Inc. 5
PACIFIC SELECT FUND - High Yield Bond Portfolio Class I 5
Ewa, Llc 5
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF 5
Advocate Group Llc 5
SHCDX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Emerging Markets Corporate Debt Fund Class I 5
APCM Wealth Management for Individuals 5
ECON - Columbia ETF Trust II - Columbia Emerging Markets Consumer ETF 5
FUENX - FIDELITY MUNICIPAL TRUST - Fidelity Flex Municipal Income Fund 5
Davidson Trust Co 5
ADVANCED SERIES TRUST - AST MFS Large-Cap Value Portfolio 5
Gries Financial Llc 5
Avaii Wealth Management, Llc 5
Oddo Bhf Asset Management Sas 5
ADVANCED SERIES TRUST - AST Western Asset Emerging Markets Debt Portfolio 5
Ar Asset Management Inc 5
SVA Wealth Management, LLC 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Short-Term Municipal Bond Portfolio - Institutional Class 5
Copley Financial Group, Inc. 5
ADVANCED SERIES TRUST - AST Wellington Management Hedged Equity Portfolio 5
BRKAX - MFS SERIES TRUST IV - MFS Blended Research Emerging Markets Equity Fund A 5
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1 5
Thrive Wealth Management, LLC 5
Weil Company, Inc. 5
Capital Markets Trading UK LLP 5
ADVANCED SERIES TRUST - AST Goldman Sachs Global Income Portfolio 5
Hutchinson Capital Management/ca 5
Morningstar Investment Management LLC 5
Arcadia Investment Advisors Llc 5
Praetorian PR LLC 5
Tanager Wealth Management LLP 5
O'Neil Global Advisors, Inc. 5
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF 5
Folger Nolan Fleming Douglas Capital Management, Inc 5
DFTSX - Dfa Investment Dimensions Group Inc - Tax-managed U.s. Small Cap Portfolio 5
HoyleCohen, LLC 5
Florida Financial Advisors, Llc 5
Kieckhefer Group Llc 5
EPIQ Capital Group, LLC 5
BSCU - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF 5
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund 5
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund 5
Quent Long Short Global Small Cap Fund, LP 5
Greenup Street Wealth Management Llc 5
Guardian Wealth Advisors, Llc / Nc 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC 5
All Terrain Financial Advisors, LLC 5
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A 5
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio 5
PKARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-2 5
PABUX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-2 5
US Asset Management LLC 5
EnRich Financial Partners LLC 5
Bainco International Investors 5
Tevis Investment Management 5
Forza Wealth Management, LLC 5
POVSX - PUTNAM INTERNATIONAL EQUITY FUND - PUTNAM INTERNATIONAL EQUITY FUND /MA/ Class A Shares 5
Chickasaw Capital Management Llc 5
Kapstone Financial Advisors LLC 5
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 5
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A 5
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I 5
Ritter Daniher Financial Advisory LLC / DE 5
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 5
TTRBX - FundVantage Trust - Ambrus Core Bond Fund Institutional Class 5
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H 5
FSM Wealth Advisors, LLC 5
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 5
Delta Financial Advisors Llc 5
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 5
NMMEX - Northern Funds - Active M Emerging Markets Equity Fund 5
NCATX - Northern Funds - Northern California Tax-exempt Fund 5
Christopher J. Hasenberg, Inc 5
Sagewood Asset Management LP 5
First National Advisers, LLC 5
Relative Value Partners Group, LLC 5
TSDJX - TIAA-CREF FUNDS - TIAA-CREF Short Duration Impact Bond Fund Institutional Class 5
NCITX - Northern Funds - Northern California Intermediate Tax-exempt Fund 5
CFO4Life, L.P. 5
Cascadia Advisory Services, LLC 5
FASYX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Conservative Income Municipal Bond Fund 5
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 5
Marketfield Asset Management LLC 5
M.e. Allison & Co., Inc. 5
LSBDX - LOOMIS SAYLES FUNDS I - Loomis Sayles Bond Fund Institutional Class 5
Abundance Wealth Counselors 5
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio 5
RMBTX - RMB INVESTORS TRUST - RMB International Fund Class I 5
PIONEER VARIABLE CONTRACTS TRUST /MA/ - Pioneer High Yield VCT Portfolio : Class I 5
RPIEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Dynamic Global Bond Fund 5
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 5
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund 5
Puzo Michael J 5
Ilex Capital Partners (UK) LLP 5
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a) 5
PIMCO FUNDS - PIMCO Sector Fund Series - I 5
VPVGMMV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Managed Asset Allocation Portfolio Administrative Class 5
Silverleafe Capital Partners, LLC 5
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 5
Rovida Advisors Inc. 5
CAPEX - EATON VANCE SERIES TRUST - Eaton Vance Tax-Managed Growth Fund 1.0 5
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A 5
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares 5
Barrington Strategic Wealth Management Group LLC 5
SAHIX - VIRTUS ASSET TRUST - Virtus Seix High Income Fund Class A 5
Prescott Group Capital Management, L.l.c. 5
RWILX - Two Roads Shared Trust - Redwood AlphaFactor Tactical International Fund Class I 5
Jnl Series Trust - Jnl/ppm America Floating Rate Income Fund (a) 5
STSBX - VIRTUS ASSET TRUST - Virtus Seix Short-Term Bond Fund Class A 5
Kemper Corp Master Retirement Trust 5
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 5
Cornerstone National Bank & Trust Co 5
Wills Financial Group LLC 4
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund 4
Caymus Capital Partners, L.P. 4
ARBFX - ARBITRAGE FUNDS - ARBITRAGE FUND Class R 4
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 4
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF 4
Plan A Wealth LLC 4
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund 4
Honeywell International Inc 4
LeConte Wealth Management, LLC 4
Iron Financial, LLC 4
Bay Rivers Group 4
RYLD - Global X Funds - Global X Russell 2000 Covered Call ETF 4
SOL Capital Management CO 4
Hokanson Associates, Inc. 4
J. Derek Lewis & Associates Inc. 4
SDIV - Global X Funds - Global X SuperDividend ETF 4
GURU - Global X Funds - Global X Guru Index ETF 4
DIV - Global X Funds - Global X SuperDividend U.S. ETF 4
Silicon Hills Wealth Management, LLC 4
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF 4
Elliott Investment Management L.P. 4
Intelligence Driven Advisers, LLC 4
Global Thematic Partners, LLC 4
Fulton Breakefield Broenniman Llc 4
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A 4
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 4
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 4
Meridian Management Co 4
Modus Advisors, LLC 4
Am Investment Strategies Llc 4
Walled Lake Planning & Wealth Management, Llc 4
Bank OZK 4
Rainier Family Wealth Inc 4
COLTX - COLUMBIA FUNDS SERIES TRUST I - Columbia Tax-Exempt Fund Class A 4
Garnet Equity Capital Holdings, Inc. 4
Ashfield Capital Partners, LLC 4
Pineno Levin & Ford Asset Management, Inc. 4
SeaBridge Investment Advisors LLC 4
IPTRX - NORTHERN LIGHTS FUND TRUST III - Pinnacle TrendRating Innovative Equity Fund Class I 4
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund 4
Grassi Investment Management Llc 4
Hendley & Co Inc 4
Garrison Bradford & Associates Inc 4
Hikari Power Ltd 4
Estate Planners Group, LLC 4
YOKE - EA Series Trust - Yoke Core ETF 4
APSHX - NORTHERN LIGHTS FUND TRUST III - Pinnacle Sherman Multi-Strategy Core Fund Class A 4
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 4
Nichols Asset Management LLC 4
FGTIX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series I Advisor Class 4
Sarasin & Partners LLP 4
EFAV - iSHARES TRUST - iShares Edge MSCI Min Vol EAFE ETF 4
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF 4
New Jersey Better Educational Savings Trust 4
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z 4
OP Asset Management Ltd 4
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 4
Truepoint, Inc. 4
Sarver Vrooman Wealth Advisors 4
Benchmark Capital Advisors 4
Family Legacy Financial Solutions, LLC 4
Orographic Financial Advisors, LLC 4
PCB Capital LLC 4
EFG - iSHARES TRUST - iShares MSCI EAFE Growth ETF 4
KEMPER Corp 4
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 4
Mcglinn Capital Management Inc 4
Cincinnati Financial Corp 4
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans 4
Norris Financial Group, LLC 4
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF 4
Inspirion Wealth Advisors, Llc 4
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 4
Mork Capital Management, LLC 4
Napier Park Global Capital (US) LP 4
Thomas Story & Son Llc 4
Texan Capital Management 4
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 4
Elkhorn Partners Limited Partnership 4
BLACKROCK FUNDS - iShares Edge MSCI Multifactor USA Index Fund Institutional 4
Dillon & Associates Inc 4
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A 4
SBHEX - Investment Managers Series Trust - Segall Bryant & Hamill Emerging Markets Fund Class A 4
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class 4
GAVAX - Investment Managers Series Trust - KL Allocation Fund Advisor Class 4
OHFIX - First Western Funds Trust - First Western Fixed Income Fund Institutional Shares 4
Beddow Capital Management Inc 4
HIMYX - Victory Portfolios IV - Victory Pioneer High Income Municipal Fund Class Y 4
AMWYX - FINANCIAL INVESTORS TRUST - ALPS/WMC Research Value Fund Investor Shares 4
Gruss & Co., LLC 4
Columbus Hill Capital Management, L.P. 4
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4
NBQAX - NUVEEN INVESTMENT TRUST II - Nuveen International Growth Fund Class A 4
Munich Reinsurance Co Stock Corp in Munich 4
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A 4
Ironwood Investment Counsel, LLC 4
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 4
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 4
Weik Capital Management 4
TIIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Fund Institutional Class 4
Gruss Capital Management LP 4
Gould Asset Management Llc /ca/ 4
TIMVX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Value Fund Institutional Class 4
Alphagen Securities Llc 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
EULAV Asset Management 4
GSTAX - Managed Portfolio Series - Principal Street High Income Municipal Fund Institutional Class 4
Thomaspartners, Inc. 4
Intrepid Capital Management Inc 4
TPWCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Low Carbon Equity Fund Premier Class 4
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 4
Cobler Capital Management, LLC 4
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 4
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class 4
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund 4
Sanibel Captiva Investment Advisers, Inc. 4
Scott Marsh Financial, LLC 4
Letson Investment Management, Inc. 4
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF 4
Capital Insight Partners, Llc 4
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A 4
Sara-Bay Financial 4
Iat Reinsurance Co Ltd. 4
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund 4
FCFIX - Frost Family of Funds - FROST CREDIT FUND Institutional Class Shares 4
FAJEX - Frost Family of Funds - FROST TOTAL RETURN BOND FUND A Class Shares 4
ARB - AltShares Trust - AltShares Merger Arbitrage ETF 4
Pictet North America Advisors SA 4
HVOAX - HARTFORD MUTUAL FUNDS II INC - Hartford Quality Value Fund Class A 4
A. D. Beadell Investment Counsel, Inc. 4
Summit Asset Management, LLC 4
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares 4
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 4
Cypress Capital Advisors, LLC 4
Cambridge Financial Group, LLC 4
Cabot-Wellington, LLC 4
Beacon Financial Strategies CORP 4
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund 4
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 4
Summit Place Financial Advisors, LLC 4
PSOMX - PRINCIPAL FUNDS INC - SystematEx International Fund Institutional Class 4
Dohj, Llc 4
Aurora Private Wealth, Inc. 4
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 4
VAUGHAN & Co SECURITIES, INC. 4
Arbor Trust Wealth Advisors, Llc 4
Euro Pacific Asset Management, LLC 4
Spreng Capital Management, Inc. 4
Harvest Management Llc 4
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 4
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 4
BXITX - MassMutual Advantage Funds - MassMutual Global Credit Income Opportunities Fund Class I 4
Oaktree Diversified Income Fund Inc. 4
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 4
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IA 4
Glassy Mountain Advisors, Inc. 4
apricus wealth, LLC 4
AMJ Financial Wealth Management 4
Karlinski Andrew C 4
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A 4
BancFirst Trust & Investment Management 4
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 4
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF 4
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF 4
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N 4
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 4
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6 4
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 4
First International Bank & Trust 4
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A 4
RUFF - ETF Opportunities Trust - Alpha Dog ETF 4
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A 4
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A 4
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2 4
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 4
OEQAX - Brookfield Investment Funds - Oaktree Emerging Markets Equity Fund Class A 4
UCRD - Victory Portfolios II - VictoryShares ESG Corporate Bond ETF 4
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 4
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF 4
Capital Counsel Llc/ny 4
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares 4
SCBRX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Sustainable Core Bond Fund Class SDR 4
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1 4
CROVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS OPPORTUNISTIC BOND FUND Investor Shares 4
Harvest Capital Management Inc 4
CVAR - ETF Opportunities Trust - Cultivar ETF 4
MCJAX - MASSMUTUAL SELECT FUNDS - MM Russell 2000 Small Cap Index Fund Class A 4
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 4
PFVIX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Value Class S 4
Columbia Trust Co 01012016 4
Agran Libbie 4
PFLAX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Large-Cap Class A 4
PACIFIC FUNDS SERIES TRUST - PF Multi-Asset Fund Class P 4
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares 4
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF 4
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares 4
FirstPurpose Wealth LLC 4
THYAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone High Yield Fund Class A 4
TOBAX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Active Bond Fund Class A 4
Greenspring Advisors, LLC 4
C2C Wealth Management, LLC 4
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares 4
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A 4
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A 4
HIIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH High Income Fund Class A 4
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A 4
Objective Capital Management, LLC 4
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 4
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A 4
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional 4
Artemis Wealth Advisors, LLC 4
FSYD - FIDELITY COVINGTON TRUST - Fidelity Sustainable High Yield ETF 4
SGLSX - Blackrock Funds - Blackrock Energy & Resources Portfolio Institutional 4
USMDX - Columbia Funds Series Trust II - Columbia Ultra Short Municipal Bond Fund Advisor Class 4
IIXAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Income Fund Class A 4
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF 4
NTKI - ETF Series Solutions - Nationwide Russell 2000 Risk-Managed Income ETF 4
Solidarilty Wealth, LLC 4
RNOTX - RiverNorth Funds - RiverNorth/Oaktree High Income Fund Class R 4
Vance Wealth, Inc. 4
LWM Advisory Services, LLC 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1 4
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 4
Paragon Private Wealth Management, LLC 4
SYV - SSGA Active Trust - SPDR MFS Systematic Value Equity ETF 4
Rather & Kittrell, Inc. 4
Titleist Asset Management, Ltd. 4
Delaware Vip Trust - Delaware Vip Emerging Markets Series Standard Class 4
Eagle Rock Investment Company, Llc 4
JACKSON VARIABLE SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 4
LGT Fund Management Co Ltd. 4
Adamsbrown Wealth Consultants Llc 4
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C 4
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A 4
JACKSON VARIABLE SERIES TRUST - JNL/Lazard International Strategic Equity Fund (A) 4
Denver Wealth Management, Inc. 4
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 4
Offit Capital Advisors Llc 4
KEMX - Krane Shares Trust - KraneShares MSCI Emerging Markets ex China Index ETF 4
Retireful, LLC 4
Powers Advisory Group, LLC 4
Guggenheim Strategy Funds Trust - Guggenheim Variable Insurance Strategy Fund III 4
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A 4
Benchmark Investment Advisors LLC 4
Guggenheim Variable Funds Trust - SERIES B (LARGE CAP VALUE SERIES) A 4
Elevated Financial Group LLC 4
Crumly & Associates Inc. 4
Guggenheim Variable Funds Trust - SERIES P (HIGH YIELD SERIES) A 4
JAPAX - JANUS INVESTMENT FUND - Janus Henderson Large Cap Value Fund Class A 4
Granite Bay Wealth Management, LLC 4
Apeiron RIA LLC 4
JPVAX - JANUS INVESTMENT FUND - Janus Henderson Value Plus Income Fund Class A 4
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund 4
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund 4
DODFX - DODGE & COX FUNDS - Dodge & Cox International Stock Fund 4
Hutchens & Kramer Investment Management Group, LLC 4
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 4
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class 4
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 4
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class 4
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4
IGNCX - IVY FUNDS - Delaware Ivy Natural Resources Fund Class C 4
Graham Capital Wealth Management, Llc 4
IVSCX - IVY FUNDS - Delaware Ivy Global Bond Fund Class C 4
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Capital Income Fund Class C 4
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class 4
Sutton Place Investors Llc 4
Welch Capital Partners Llc/ny 4
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I 4
PRUDENTIAL SERIES FUND - SP INTERNATIONAL GROWTH PORTFOLIO Class I 4
Royal Capital Wealth Management, LLC 4
NATIONWIDE VARIABLE INSURANCE TRUST - Federated NVIT High Income Bond Fund Class I 4
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 4
Spinnaker Investment Group, LLC 4
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 4
AMERICAN FUNDS INSURANCE SERIES - International Fund Class 1 4
Wealthspan Partners, Llc 4
Argos Wealth Advisors, LLC 4
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 4
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 4
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares 4
CRZAX - MAINSTAY FUNDS TRUST - MainStay Cushing Renaissance Advantage Fund Class A 4
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV 4
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV 4
Lawood & Co 4
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund 4
Raiff Partners Inc 4
DFIS - Dimensional ETF Trust - Dimensional International Small Cap ETF 4
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 4
MLPPX - Managed Portfolio Series - Tortoise MLP & Energy Infrastructure Fund Institutional Class Shares 4
Blackston Financial Advisory Group, LLC 4
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I 4
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T 4
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 4
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF 4
Tran Capital Management, L.p. 4
FGBZX - FIDELITY SCHOOL STREET TRUST - Fidelity Global Credit Fund Fidelity Advisor Global Credit Fund: Class A 4
Bryn Mawr Capital Management Inc 4
PACIFIC SELECT FUND - Main Street Core Portfolio Class I 4
FEEM - FLEXSHARES TRUST - FlexShares ESG & Climate Emerging Markets Core Index Fund 4
Farmer Steven Patrick 4
Joule Financial, LLC 4
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 4
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I 4
Gould Capital, LLC 4
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 4
HFG Advisors, Inc. 4
Win Advisors, Inc 4
Pluribus Labs, LLC 4
Portland Investment Counsel Inc. 4
J. Team Financial, Inc. 4
Advanced Series Trust - Ast Small-cap Value Portfolio 4
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund 4
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 4
WMG Financial Advisors, LLC 4
OACP - UNIFIED SERIES TRUST - OneAscent Core Plus Bond ETF 4
ADVANCED SERIES TRUST - AST Bond Portfolio 2021 4
Nichols & Pratt Advisers Llp /ma 4
FSHAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Short Term Municipal Bond Fund Class A 4
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A 4
High Point Wealth Management, LLC 4
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares 4
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1 4
FAMZX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Low Duration Bond Fund Fidelity Advisor Sustainable Low Duration Bond Fund: Class A 4
Columbia Funds Variable Series Trust II - CTIVP - AQR International Core Equity Fund Class 1 4
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 4
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 4
Schulhoff & Co Inc 4
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3 4
Provident Investment Management, Inc. 4
GDS Wealth Management 4
HOVLX - HOMESTEAD FUNDS INC - Value Fund 4
Manhattan West Asset Management, LLC 4
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF 4
Sandell Asset Management Corp 4
SHYIX - GUGGENHEIM FUNDS TRUST - Guggenheim High Yield Fund Institutional Class 4
MKT Advisors LLC 4
BVAL - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Value ETF 4
SECIX - GUGGENHEIM FUNDS TRUST - Guggenheim Large Cap Value Fund A-Class 4
Altrius Capital Management Inc 4
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P 4
BATEX - Blackrock Allocation Target Shares - Bats Series E 4
Krs Capital Management, Llc 4
Indie Asset Partners, LLC 4
Lincluden Management Ltd 4
Mayfair Advisory Group, LLC 4
NOINX - Northern Funds - Northern International Equity Index Fund 4
Gendell Jeffrey L 4
Coastwise Capital Group, LLC 4
Montchanin Asset Management, Llc 4
Horizons Wealth Management 4
Hutchens Investment Management Inc 4
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 4
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 4
JNL SERIES TRUST - JNL/Boston Partners Global Long Short Equity Fund (A) 4
Jnl Series Trust - Jnl/mellon International Index Fund (a) 4
BLGR - EXCHANGE TRADED CONCEPTS TRUST - Bluemonte Large Cap Growth ETF 4
Jnl Series Trust - Jnl/s&p 4 Fund (a) 4
XB - BondBloxx ETF Trust - BondBloxx B Rated USD High Yield Corporate Bond ETF 4
CWAIX - FIRST TRUST SERIES FUND - First Trust Managed Municipal Fund Class I 4
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 4
Jnl Series Trust - Jnl/invesco International Growth Fund (a) 4
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 4
Jnl Series Trust - Jnl/goldman Sachs Emerging Markets Debt Fund (a) 4
HDBFX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Dynamic Bond Fund Class F 4
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 4
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF 4
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 4
FIFIX - First Investors Income Funds - First Investors Fund For Income Class A 4
LINCOME - First Investors Life Series Funds - First Investors Life Series Fund For Income 4
MZCRX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Credit Opportunities Fund Class A Shares 4
Millennium Capital Advisors, LLC 4
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 4
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 4
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A 4
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1 4
AOTAX - ALLIANZ FUNDS - AllianzGI Emerging Markets Opportunities Fund A 4
Silver Bridge Capital Management LLC 4
Intrinsic Value Partners, LLC 4
Peterson Wealth Management 4
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF 4
FIISX - First Investors Equity Funds - First Investors Global Fund Class A 4
IHYD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Defensive ETF 4
IQHI - IndexIQ Active ETF Trust - IQ MacKay ESG High Income ETF 4
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 4
Roof Eidam & Maycock/adv 4
Flatrock Wealth Partners LLC 4
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF 4
Gray Wealth Management Inc. 4
Stronghold Wealth Management L.L.C. 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II 4
Compass Ion Advisors, LLC 4
Monograph Wealth Advisors, Llc 4
Masso Torrence Wealth Management Inc. 4
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2 4
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2 4
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A 4
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A 4
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A 4
MAICX - VICTORY PORTFOLIOS - Victory Trivalent International Fund - Core Equity Class A 4
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A 4
JDM Financial Group LLC 4
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N 4
BOTSX - BRIDGEWAY FUNDS INC - Omni Tax-Managed Small-Cap Value Fund Class N 4
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares 4
Leverty Financial Group, LLC 4
Moser Wealth Advisors, LLC 4
Edgar Lomax Co/va 4
Fideuram - Intesa Sanpaolo Private Banking S.p.a. 4
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF 4
Enhancing Capital LLC 4
GLENMEDE FUND INC - Alternative Risk Premia Portfolio 4
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 4
Retirement Financial Solutions, Llc 4
Wealthstream Advisors, Inc. 4
Sand Hill Global Advisors, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
RUTAX - RUSSELL INVESTMENT CO - Unconstrained Total Return Fund Class A 4
Element Wealth, LLC 4
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 4
GraniteShares Advisors LLC 4
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 4
Ambassador Advisors, LLC 4
Austin Private Wealth, LLC 4
Cove Street Capital, LLC 4
Capital Market Strategies LLC 4
Blackrock Real Asset Equity Trust 4
Blackrock Dividend Income Trust 4
Bull Street Advisors, LLC 4
Master Basic Value Llc 4
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I 4
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I 4
Jackson Thornton Asset Management, Llc 4
Academy Capital Management Inc/tx 4
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A 4
Northern Financial Advisors Inc 4
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 4
TAFI - AB Active ETFs, Inc. - AB Tax-Aware Short Duration Municipal ETF 4
Brighthouse Funds Trust II - MFS Value Portfolio Class A 4
Centurion Wealth Management LLC 4
Goldstein Advisors, LLC 4
Milestone Asset Management, Llc 4
Vertex Planning Partners, LLC 4
B.O.S.S. Retirement Advisors, LLC 4
Madison Asset Management, LLC 4
55 North Private Wealth, LLC 4
PENN SERIES FUNDS INC - Large Cap Value Fund 4
HF Advisory Group, LLC 4
Okabena Investment Services Inc 4
CPA Asset Management LLC 4
Contrarian Capital Management, L.l.c. 4
Zenyatta Capital Management LP 4
Client 1st Advisory Group, Llc 4
R.m.sincerbeaux Capital Management Llc 4
Iridian Asset Management Llc/ct 4
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 4
Berwyn Funds 4
Financial & Tax Architects, LLC 4
Prossimo Advisors, LLC 4
Yarbrough Capital, LLC 4
Astrantus Ltd 4
Pinpoint Asset Management Ltd 4
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares 4
Syntegra Private Wealth Group, LLC 4
Rothschild & Co Wealth Management UK Ltd 4
Oneamerica Funds Inc 4
Oppenheimer Equity Fund 4
Worth Financial Advisory Group, LLC 4
Beacon Harbor Wealth Advisors, Inc. 4
Westhampton Capital, LLC 4
DWAS - Invesco Exchange-Traded Fund Trust II - Invesco DWA SmallCap Momentum ETF 4
Longbow Finance SA 4
Core Wealth Partners LLC 4
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund 4
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund 4
TRH Financial, LLC 4
Private Capital Management Llc 4
LVUS - Lattice Strategies Trust - Hartford Multifactor Low Volatility US Equity ETF 4
Hi-Line Capital Management, LLC 4
Mosaic Family Wealth Partners, Llc 4
Baldrige Asset Management LLC 4
Julex Capital Management, Llc 4
Gq Asset Management, Llc 4
Tiger Management L.l.c. 4
CID - Victory Portfolios II - VictoryShares International High Div Volatility Wtd ETF 4
Enterprise Bank & Trust Co 4
Fcg Advisors, Llc 4
Shorepoint Capital Partners LLC 4
Tolleson Wealth Management, Inc. 4
Holowesko Partners Ltd. 4
Bank Of Edwardsville 4
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 4
Oak Hill Wealth Advisors, Llc 4
Lee Johnson Capital Management, Llc 4
Capital Group Investment Management Pte. Ltd. 4
BSCL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2021 Corporate Bond ETF 4
Campbell Capital Management Inc 4
Bernardo Wealth Planning LLC 4
JM2 Capital Inc. 4
Third View Private Wealth, LLC 4
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I 4
Cottonwood Capital Advisors, Llc 4
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 4
Investors Portfolio Services LLC 4
Davis Investment Partners, LLC 4
Freedom Wealth Alliance, Llc 4
Per Stirling Capital Management, LLC. 4
Legacy Financial Group, Inc. 4
Frisch Financial Group, Inc. 4
BSJP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 High Yield Corporate Bond ETF 4
Ostrum Asset Management U.s., Llc 4
Lehman & Derafelo Financial Resources LLC 4
QCPIX - AQR Funds - AQR Core Plus Bond Fund Class I 4
Serengeti Asset Management LP 4
Planning Solutions Group Llc 4
South Street Advisors LLC 4
Rokos Capital Management LLP 4
Fairhaven Wealth Management, LLC 4
ERTS Wealth Advisors, LLC 4
EEMV - iShares, Inc. - iShares Edge MSCI Min Vol Emerging Markets ETF 4
Genesee Capital Advisors, LLC 4
Bensler, LLC 4
Strait & Sound Wealth Management LLC 4
Viewpoint Investment Partners Corp 4
TrinityPoint Wealth, LLC 4
SFHY - WisdomTree Trust - WisdomTree U.S. Short-Term High Yield Corporate Bond Fund N/A 4
Pasadena Private Wealth, LLC 4
Arabesque Asset Management Ltd 4
Heritage Wealth Management, Inc./Texas 4
Sargent Investment Group, LLC 4
Fieldpoint Private Advisors, Inc 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A 4
Shelton Wealth Management, Llc 4
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF 4
Garrison Point Advisors, Llc 4
SCMB - SCHWAB STRATEGIC TRUST - Schwab Municipal Bond ETF 4
Builder Investment Group Inc /adv 4
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I 4
Cascade Investment Group, Inc. 4
M3 Wealth Management, LLC 4
TPG Financial Advisors, LLC 4
Econ Financial Services Corp 4
Straight Path Wealth Management 4
Shulman DeMeo Asset Management LLC 4
Sculati Wealth Management, LLC 4
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF 4
Brooks, Moore & Associates, Inc. 4
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I 4
Surience Private Wealth Llc 4
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class 4
Acrisure Capital Management, LLC 4
United Income, Inc. 4
Ocean Capital Management, LLC 4
Brighthouse Funds Trust I - Brighthouse/Aberdeen Emerging Markets Equity Portfolio Class A 4
Innovator ETFs Trust - Innovator Equity Managed Floor ETF 4
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A 4
Weather Gauge Advisory, LLC 4
Mattern Capital Management, Llc 4
Hotaling Investment Management, LLC 4
Meridian Financial Partners LLC 4
Reitz Capital Advisors LLC 4
ESGD - iSHARES TRUST - iShares ESG MSCI EAFE ETF 4
Plimoth Trust Co Llc 4
J2 Capital Management Inc 4
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF 4
Agate Pass Investment Management, LLC 4
BlackRock Funds VI - BlackRock CoreAlpha Bond Fund Investor A Shares 4
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares 4
Girard Securities, Inc. 4
Spring Capital Management, Llc 4
Protective Life Corp 4
Detalus Advisors, LLC 4
Kolinsky Wealth Management, LLC 4
Arbor Wealth Management, LLC 4
Penn Mutual Asset Management, LLC 4
Dopkins Wealth Management, Llc 4
Kays Financial Advisory Corp /adv 4
STXG - EA Series Trust - Strive 1000 Growth ETF 4
Walthausen & Co., LLC 4
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 4
Asset Advisors Investment Management, LLC 4
Paladin Advisory Group, LLC 4
IGRO - iSHARES TRUST - iShares International Dividend Growth ETF 4
Vigilare Wealth Management 4
Exeter Financial, LLC 4
Petra Financial Advisors Inc 4
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A 4
HSDEX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Emerging Markets Fund Class SDR 4
Lifestyle Asset Management, Inc. 4
German American Bancorp, Inc. 4
Locust Wood Capital Advisers, Llc 4
GDEF - Goldman Sachs ETF Trust - Goldman Sachs Defensive Equity ETF 4
BRXAX - MFS SERIES TRUST IV - MFS Blended Research International Equity Fund A 4
Vishria Bird Financial Group, LLC 4
O'Dell Group, LLC 4
Allianz Life Insurance Co Of North America 4
EAM Global Investors LLC 4
Nicola Wealth Management Ltd. 4
VICTORY VARIABLE INSURANCE FUNDS - Victory Variable Insurance Diversified Stock Fund Class A 4
Legacy Financial Strategies, LLC 4
Cm Wealth Advisors Llc 4
Krane Funds Advisors LLC 4
Spectrum Financial Alliance Ltd LLC 4
Resolute Wealth Strategies, LLC 4
Rice Partnership, LLC 4
Breiter Capital Management Inc 4
HIAOX - Hartford Series Fund Inc - Hartford International Opportunities Hls Fund Ia 4
Pinnacle West Asset Management, Inc. 4
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV 4
STFGX - Advisers Investment Trust - State Farm Growth Fund 4
Rheos Capital Works Inc. 4
Whelan Financial 4
Stokes Capital Advisors, LLC 4
Aberdeen Wealth Management LLC 4
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I 4
Q3 Asset Management 4
Ofi Invest Asset Management 4
CNWGX - CALAMOS INVESTMENT TRUST/IL - Calamos Evolving World Growth Fund Class A 4
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF 4
ABLE Financial Group, LLC 4
Tlwm 4
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C 4
Thornburg Income Builder Opportunities Trust 4
Advantage Alpha Capital Partners LP 4
D.B. Root & Company, LLC 4
IGOIX - Mutual Fund & Variable Insurance Trust - Rational Inflation Growth Fund Institutional Shares 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 4
Sound Financial Strategies Group, LLC 4
Inlight Wealth Management, LLC 4
MFS VARIABLE INSURANCE TRUST - MFS Total Return Bond Series Initial Class 4
Ellenbecker Investment Group 4
Leonard Rickey Investment Advisors P.L.L.C. 4
Kendall Capital Management 4
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class 4
Independent Wealth Network Inc. 4
Biltmore Family Office, LLC 4
Yoder Wealth Management, Inc. 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Goldman Sachs Income Builder Fund Standard Class 4
MCCGX - Mirae Asset Discovery Funds - Emerging Markets Great Consumer Fund Class C Shares 4
McMahon Financial Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class 4
Divergent Wealth Advisors, Llc 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Developed International 150 Fund Service Class 4
Towerpoint Wealth, LLC 4
Financial Partners Group, Inc 4
VVJCX - Voya FUNDS TRUST - Voya Short Duration High Income Fund Class I 4
Trivant Custom Portfolio Group, LLC 4
Aristotle Atlantic Partners, Llc 4
Abacus Wealth Partners, LLC 4
NovaPoint Capital, LLC 4
Crabel Capital Management, LLC 4
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio 4
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 4
Alphasimplex Group, Llc 4
Northstar Capital Management Llc 4
Diamant Asset Management, Inc. 4
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 4
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A 4
Oak Grove Capital LLC 4
Essex LLC 4
Invenomic Capital Management LP 4
Ballast, Inc. 4
TLCJX - TRANSAMERICA FUNDS - Transamerica Long Credit I 4
Capital Advantage, Inc. 4
ACDJX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Disciplined Long Short Fund Investor Class 4
Prairie Sky Financial Group LLC 4
Murphy, Middleton, Hinkle & Parker, Inc. 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class 4
Bigelow Investment Advisors, LLC 4
Nikulski Financial, Inc. 4
SAM Advisors, LLC 4
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF 4
Baugh & Associates, LLC 4
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF 4
Freedom Day Solutions, LLC 4
PCEMX - PACE SELECT ADVISORS TRUST - PACE International Emerging Markets Equity Investments Class P 4
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C 4
Smh Capital Advisors Inc 4
GBDV - Global Beta ETF Trust - Global Beta Smart Income ETF 4
Retirement Income Solutions, Inc 4
Salient Private Client, Llc 4
Copperwynd Financial, LLC 4
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6 4
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 4
Aries Wealth Management 4
PLDTX - PIMCO FUNDS - PIMCO Low Duration Fund II Institutional 4
PRPPX - PRINCIPAL FUNDS INC - International Fund I R-3 4
Beto Financial Group, Llc 4
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class 4
Columbia Etf Trust 4
PHSIX - PIMCO FUNDS - PIMCO High Yield Spectrum Fund Institutional Class 4
Invenio Wealth Partners Llc 4
Invesco, Llc 4
FORH - ETF Opportunities Trust - Formidable ETF 4
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I 4
PVCCX - PIONEER SERIES TRUST XIV - Pioneer Intrinsic Value Fund : Class C 4
Slagle Financial, LLC 4
Northwest Bank & Trust Co 4
USCA Fund Trust - USCA Premium Buy-Write Fund Institutional Class Shares 4
NEOMX - NEIMAN FUNDS - Neiman Opportunities Fund Class A 4
JNL SERIES TRUST - JNL International Index Fund (I) 4
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF 4
Ab Multi-manager Alternative Fund 4
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A 4
Eaton Vance Enhanced Equity Income Fund 4
GIOFX - GPS Funds II - GuideMark(R) Opportunistic Fixed Income Fund Institutional Shares 4
Vanguard Morgan Growth Fund 4
CBRDX - TRUST FOR PROFESSIONAL MANAGERS - CrossingBridge Responsible Credit Fund - Institutional Class Shares 4
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 4
Federated Project & Trade Finance Tender Fund 4
Border to Coast Pensions Partnership Ltd 4
Federated Core Trust III - Federated Project and Trade Finance Core Fund 4
Nuveen California Select Tax Free Income Portfolio 4
BlackRock ETF Trust - BlackRock Large Cap Value ETF 4
Stamina Capital Management Lp 4
Gai Agility Income Fund 4
Constant Guidance Financial LLC 4
RiverTree Advisors, LLC 4
Key Bridge Compliance, LLC 4
Slocum, Gordon & Co LLP 4
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A 4
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 4
JISAX - John Hancock Funds II - International Small Company Fund Class NAV 4
Eagle Capital Appreciation Fund 4
JMHI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF 4
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF 4
De Burlo Group Inc 4
MFS VARIABLE INSURANCE TRUST II - MFS High Yield Portfolio Initial Class 4
Reaves Utility Income Fund 4
Iams Wealth Management, Llc 4
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF 4
ROE - EA Series Trust - Astoria US Quality Kings ETF 4
CLOAX - Clough Funds Trust - Clough Global Long/Short Fund Investor Class 4
Bedel Financial Consulting Inc 4
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 4
Syntax Research, Inc. 4
PCGRX - PIONEER MID CAP VALUE FUND - Pioneer Mid Cap Value Fund : Class A 4
Prosperitas Financial LLC 4
Henssler Funds Inc 4
Ramirez Asset Management, Inc. 4
Revisor Wealth Management LLC 4
MAGG - Madison ETFs Trust - Madison Aggregate Bond ETF 4
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF 4
JBOAX - JOHN HANCOCK BOND TRUST - John Hancock ESG Core Bond Fund Class A 4
Nuveen Amt-free Municipal Credit Income Fund 4
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 4
Gaddis Premier Wealth Advisors LLC 4
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 4
FIDELITY GARRISON STREET TRUST - Fidelity Education Income Fund 4
Private Capital Management, LLC 4
Eaton Vance Short Duration Diversified Income Fund 4
All Season Financial Advisors, Inc. 4
Eaton Vance Tax-managed Diversified Equity Income Fund 4
S.E.E.D. Planning Group LLC 4
John Hancock Tax-advantaged Global Shareholder Yield Fund 4
KFA Private Wealth Group, LLC 4
SLIM - Janus Detroit Street Trust - The Obesity ETF 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4
Nuveen Municipal Value Fund Inc 4
PHEAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return (USD Hedged) Fund Class A 4
Dorato Capital Management 4
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF 4
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF 4
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund 4
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF 4
PGGIX - PUTNAM GLOBAL INCOME TRUST - PUTNAM GLOBAL INCOME TRUST Class C Shares 4
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF 4
MEIAX - MFS SERIES TRUST I - MFS Value Fund A 4
Rydar Equities, Inc. 4
WealthTrust Asset Management, LLC 4
NFTY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust India NIFTY 50 Equal Weight ETF 4
BRLAX - MFS SERIES TRUST IV - MFS Blended Research Global Equity Fund A 4
Neuberger Berman Mlp Income Fund Inc. 4
Trilogy Global Advisors Lp 4
SDIVX - Stock Dividend Fund, Inc. - Stock Dividend Fund, Inc. 4
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF 4
SFBDX - STATE FARM ASSOCIATES FUNDS TRUSTS - State Farm Municipal Bond Fund 4
EMMF - WisdomTree Trust - WisdomTree Emerging Markets Multifactor Fund N/A 4
DWMF - WisdomTree Trust - WisdomTree International Multifactor Fund N/A 4
RM Financial Services, LLC 4
Mfs Investment Grade Municipal Trust 4
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund 4
HJEN - Direxion Shares ETF Trust - Direxion Hydrogen ETF 4
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A 4
AXJL - WisdomTree Trust - WisdomTree Asia Pacific ex-Japan Fund N/A 4
Cultivar Capital, Inc. 4
SSAIX - SSGA FUNDS - State Street International Stock Selection Fund Class N 4
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 4
Salient Midstream & Mlp Fund 4
Goldman Sachs Mlp & Energy Renaissance Fund 4
Deutsche Municipal Income Trust 4
Pioneer Emerging Markets Fund 4
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A 4
Precedent Wealth Partners, Llc 4
Cedrus LLC 4
Sabadell Asset Management, S.A S.G.I.I.C 4
Fidelity Central Investment Portfolios LLC - Fidelity Emerging Markets Equity Central Fund 4
ASDAX - Investment Managers Series Trust - AAM/HIMCO Short Duration Fund Class A 4
Stelliam Investment Management, Lp 4
Prentice Wealth Management LLC 4
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF 4
Kayne Anderson Mlp Investment Co 4
TSP Capital Management Group, LLC 4
Innovator ETFs Trust - Innovator Nasdaq-100 Power Buffer ETF - July 4
Signet Private Wealth LLC 4
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 4
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K 4
Keener Financial Planning LLC 4
Oppenheimer Global High Yield Fund 4
Nuveen Intermediate Duration Municipal Term Fund 4
Saxony Capital Management, LLC 4
Peirce Capital Management, LLC 4
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc. 4
PRCPX - T. Rowe Price Credit Opportunities Fund, Inc. - T. Rowe Price Credit Opportunities Fund, Inc. 4
HTLF Bank 4
Dupree Financial Group, LLC 4
BUY - USCF ETF Trust - USCF SummerHaven SHPEI Index Fund 4
Foxby Corp. 4
WIREX - PFS FUNDS - Wireless Fund 4
Apex Capital Management 4
Tactive Advisors, LLC 4
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6 4
Berry Wealth Group, LP 4
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6 4
WHIAX - IVY FUNDS - Ivy High Income Fund Class A 4
a16z Perennial Management, L.P. 4
IDAAX - IVY FUNDS - Ivy ProShares S&P 500 Dividend Aristocrats Index Fund Class A 4
Staar Investment Trust 4
RYPRX - ROYCE FUND - Royce Premier Fund Investment Class 4
ACMSX - Manager Directed Portfolios - Argent Small Cap Fund Institutional Shares 4
Blackrock Enhanced International Dividend Trust 4
SCFAX - ADVISORS SERIES TRUST - Shenkman Capital Short Duration High Income Fund Class A 4
Advantage Trust Co 4
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 4
FPPAX - MFS SERIES TRUST XVI - MFS Prudent Investor Fund A 4
Evergreen Private Wealth LLC 4
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 4
Ridgecrest Wealth Partners, Llc 4
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class 4
Pimco California Municipal Income Fund 4
GSAUX - GOLDMAN SACHS TRUST - Goldman Sachs Long Short Credit Strategies Fund Class A Shares 4
Pimco California Municipal Income Fund Iii 4
FMBPX - Federated Managed Pool Series - Federated Mortgage Strategy Portfolio 4
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares 4
Tectonic Advisors Llc 4
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 4
DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A 4
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A 4
Pingora Partners LLC 4
Ivy Variable Insurance Portfolios - Ivy VIP High Income Class II 4
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class 4
Burkett Financial Services, Llc 4
Darden Wealth Group Inc 4
FIDELITY HANOVER STREET TRUST - Fidelity Emerging Markets Debt Central Fund 4
ASARX - ASSET MANAGEMENT FUND - Ultra Short Mortgage Fund 4
EXNAX - EATON VANCE INVESTMENT TRUST - Eaton Vance National Limited Maturity Municipal Income Fund Class A 4
PSCNX - PENN Capital Funds Trust - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 4
Sls Management Llc 4
Victory Financial Group, Llc 4
MNESX - MANNING & NAPIER FUND, INC. - Equity Income Series Class S 4
Intesa Sanpaolo Wealth Management 4
Templeton Global Opportunities Trust 4
Impact Shares Trust I - Impact Shares Sustainable Development Goals Global Equity ETF 4
Maia Wealth LLC 4
Koss-Olinger Consulting, LLC 4
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 4
Aviso Wealth Management 4
DoubleLine Yield Opportunities Fund 4
Mason Investment Advisory Services, Inc. 4
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares 4
TEDMX - TEMPLETON DEVELOPING MARKETS TRUST - Templeton Developing Markets Trust Class A 4
Dynamic Wealth Strategies, LLC 4
1858 Wealth Management, Llc 4
Evernest Financial Advisors, LLC 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 4
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Diversified International Account Class 1 4
Seamount Financial Group Inc 4
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A 4
Eaton Vance Risk-managed Diversified Equity Income Fund 4
Gabelli Utility Trust 4
Bradley & Co. Private Wealth Management, LLC 4
LCM Capital Management Inc 4
Nuveen Tax Advantaged Total Return Strategy Fund 4
Gabelli Global Utility & Income Trust 4
First Trust Enhanced Equity Income Fund 4
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares 4
Stock Portfolio - Stock Portfolio 4
First Bancorp, Inc /ME/ 4
Eaton Vance Tax-advantaged Bond & Option Strategies Fund 4
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 4
Silver Coast Investments LLC 4
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 4
Encompass More Asset Management 4
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund 4
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa 4
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class 4
Eight 31 Financial Llc 4
Sfam, Llc 4
T. Rowe Price Multi-Sector Account Portfolios, Inc. - T. Rowe Price High Yield Multi-Sector Account Portfolio 4
Century Capital Management, LLC 4
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares 4
Bulltick Wealth Management, LLC 4
WBIIX - WILLIAM BLAIR FUNDS - William Blair Institutional International Growth Fund Institutional Class 4
WBIGX - WILLIAM BLAIR FUNDS - William Blair International Growth Fund Class N 4
Crew Capital Management, Ltd. 4
Allianzgi Equity & Convertible Income Fund 4
Wilkinson Global Asset Management LLC 4
Clarity Asset Management, Inc. 4
Kuhn & Co Investment Counsel 4
FHMIX - Federated Hermes Adviser Series - Federated Hermes Conservative Municipal Microshort Fund Institutional Shares 4
Oracle Alpha Inc. 4
DEGGX - DELAWARE GROUP GOVERNMENT FUND - Delaware Strategic Income Fund CLASS A 4
ANGLX - Angel Oak Funds Trust - Angel Oak Multi-Strategy Income Fund Class A 4
FAINX - MSS Series Trust - Fallen Angels Income Fund 4
Sterling Wealth Management, Inc. 4
5-to-15 Year Laddered Municipal Bond Portfolio - 5-to-15 Year Laddered Municipal Bond Portfolio 4
ERSX - EntrepreneurShares Series Trust - ERShares Non-US Small Cap ETF 4
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A 4
CBLFX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Balanced Fund 4
Hugh Johnson Advisors LLC 4
ULTRA SERIES FUND - Large Cap Value Fund Class I 4
MHBNX - BMO FUNDS, INC. - BMO High Yield Bond Fund Class I 4
Novak & Powell Financial Services, Inc. 4
Oppenheimer Main Street All Cap Fund 4
Proathlete Wealth Management Llc 4
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class 4
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF 4
Signet Management Usa, Llc 4
USATX - USAA MUTUAL FUNDS TRUST - Tax Exempt Intermediate-Term Fund Shares 4
Natixis ETF Trust - Natixis Gateway Quality Income ETF 4
CMCRX - CORNERCAP GROUP OF FUNDS /VA/ - CornerCap Large/Mid-Cap Value Fund 4
Counterweight Ventures, LLC 4
CIEQX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Equity Fund - Institutional Class 4
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund 4
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF 4
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF 4
FEKAX - FEDERATED HIGH YIELD TRUST - Federated Equity Advantage Fund Class A Shares 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II 4
Sherman Porfolios, Llc 4
MCYBX - BMO FUNDS, INC. - BMO TCH Core Plus Bond Fund Class Y 4
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 4
Columbus Macro, LLC 4
LMSMX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series M Fund SMASh Series M Fund 4
Leo Wealth, LLC 4
Xxi Wealth, Llc 4
Oppenheimer Developing Markets Fund 4
Advocate Investing Services LLC 4
Bard Financial Services, Inc. 4
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4
LEAIX - LAZARD FUNDS INC - Lazard Emerging Markets Equity Advantage Portfolio Institutional Shares 4
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF 4
United Fire Group Inc 4
OHSDX - First Western Funds Trust - First Western Short Duration Bond Fund Institutional Shares 4
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF 4
LDSF - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Low Duration Strategic Focus ETF 4
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class 4
LZESX - LAZARD FUNDS INC - Lazard International Equity Select Portfolio Open Shares 4
LZIOX - LAZARD FUNDS INC - Lazard International Equity Portfolio Open Shares 4
Oppenheimer Limited-term Bond Fund 4
COPLX - Copley Fund Inc /nv/ - Copley Fund Inc /nv/ 4
VCIEX - VALIC Co I - International Equities Index Fund 4
MUIMX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra-Short Municipal Income Portfolio Institutional Class 4
Invesco Municipal Income Opportunities Trust 4
Laurel Oak Wealth Management, Llc 4
Allied Investment Advisors, LLC 4
IDHQ - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF 4
Fulcrum Capital LLC 4
Fairman Group, LLC 4
Investment Advisory Services Inc /tx /adv 4
Townsend & Associates, Inc 4
Port Capital LLC 4
Tower View Investment Management & Research LLC 4
IDHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed High Dividend Low Volatility ETF 4
BUYN - USCF ETF Trust - USCF SummerHaven SHPEN Index Fund 4
Pratt Collard Advisory Partners LLC 4
DFGX - Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF 4
Broadleaf Partners, LLC 4
FDURX - FIRST EAGLE FUNDS - First Eagle Short Duration High Yield Municipal Fund Class R6 4
Defined Wealth Management, Llc 4
AA Financial Advisors, LLC 4
Duncan Williams Asset Management, LLC 4
Turim 21 Investimentos Ltda. 4
Fintrust Investment Advisory Services, Llc 4
Storgate, LLC 4
Abbot Financial Management, Inc. 4
Providence First Trust Co 4
Athos Capital Ltd 4
Cantor Fitzgerald Investment Adviser L.p. 4
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund 4
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund 4
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Robbins Farley Llc 4
RESAX - RBC FUNDS TRUST - RBC BlueBay Emerging Market Debt Fund Class A 4
SkyView Investment Advisors, LLC 4
MGB Wealth Management, LLC 4
Circle Wealth Management, LLC 4
Matthew Goff Investment Advisor, LLC 4
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund 4
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares 4
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF 4
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4
MDIVX - BMO FUNDS, INC. - BMO Dividend Income Fund Class I 4
Israel Discount Bank of New York 4
Triton Wealth Management, PLLC 4
Johnson Financial Group, LLC 4
Conservest Capital Advisors, Inc. 4
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 4
Loveless Wealth Management LLC 4
Baltimore Capital Management, Inc 4
GDEPX - GOLDMAN SACHS TRUST - Goldman Sachs Defensive Equity Fund Class P Shares 4
ZTEN - RBB FUND, INC. - F/m 10-Year Investment Grade Corporate Bond ETF Shares 4
Israel Discount Bank Of New York /gfn 4
Access Financial Services, Inc. 4
CMH Wealth Management LLC 4
Colonial River Wealth Management, LLC 4
LAZARD RETIREMENT SERIES INC - Lazard Retirement International Equity Portfolio Service Shares 4
Crawford Lake Capital Management, LLC 4
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service 4
Pullen Investment Management, LLC 4
Vantage Financial Partners Ltd., Inc. 4
Fiduciary Family Office, Llc 4
Focused Alpha, Llc 4
EMCS - DBX ETF TRUST - Xtrackers MSCI Emerging Markets ESG Leaders Equity ETF 4
Fpc Investment Advisory, Inc. 4
BRMSX - Trust for Advised Portfolios - Bramshill Income Performance Fund Institutional Class 4
Wealth Group, Ltd. 4
Empire Life Investments Inc. 4
RB Capital Management, LLC 4
Oakview Capital Management, L.p. 4
Alpha Family Trust 4
Freemont Management S.A. 4
Umpqua Bank 4
Atlanta Consulting Group Advisors, LLC 4
Trajan Wealth LLC 4
Franklin Square Holdings, L.P. 4
Covenant Asset Management, LLC 4
Marietta Wealth Management, LLC 4
Barber Financial Group, Inc. 4
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund 4
Signature Wealth Management Partners, LLC 4
GenTrust, LLC 4
Armor Investment Advisors, LLC 4
BigSur Wealth Management LLC 4
Ritter Daniher Financial Advisory, Llc 4
NUCAX - NUVEEN MULTISTATE TRUST II /MA/ - Nuveen California Intermediate Municipal Bond Fund Class A 4
Fusion Family Wealth LLC 4
Vanguard Explorer Fund 4
ASQPX - Allianz Funds Multi-Strategy Trust - AllianzGI Best Styles International Equity Fund Class P 4
ACOSX - Allianz Funds Multi-Strategy Trust - AllianzGI Core Plus Bond Fund Class R6 4
Wittenberg Investment Management, Inc. 4
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 4
FSA Advisors, Inc. 4
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio 4
NNGAX - NUVEEN INVESTMENT TRUST - Nuveen Large Cap Value Fund Class A 4
Arthur M. Cohen & Associates, Llc 4
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF 4
Guilbault Capital LLC 4
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class 4
HMS Capital Management, LLC 4
PIZ - Invesco Exchange-Traded Fund Trust II - Invesco DWA Developed Markets Momentum ETF 4
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional 4
Strategic Capital Group LLC 4
Lilley & Co 4
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares 4
Levitt Capital Management LLC 4
EMBAX - VanEck Funds - Unconstrained Emerging Markets Bond Fund Class A 4
Knighthead Capital Management, LLC 4
Long Wharf Investors, Inc. 4
Punch & Associates Investment Management, Inc. 4
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF 4
Highwater Wealth Management, LLC 4
MPBFX - BNY MELLON FUNDS TRUST - BNY Mellon Bond Fund Class M Shares 4
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4
Fidelity National Financial, Inc. 4
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF 4
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF 4
Davidson & Garrard Inc 4
Sl Advisors, Llc 4
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 4
Independence Advisors, LLC 4
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A 4
TDVFX - Investment Managers Series Trust - Towle Deep Value Fund 4
Bankers Trust Co 4
LFMAX - LoCorr Investment Trust - LoCorr Macro Strategies Fund Class A 4
LCSAX - LoCorr Investment Trust - LoCorr Long/Short Commodities Strategy Fund Class A 4
Wood Investment Counsel LLC 4
Boussard & Gavaudan Asset Management LP 4
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A 4
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF 4
ZynergyRetirementPlanningLLC 4
Rayner & Haynor 4
SCTTX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay C Portfolio Class 2 4
Alpine Associates Advisors 4
KCMTX - Investment Managers Series Trust II - AXS Multi-Strategy Alternatives Fund Class R-1 Shares 4
Kings Path Partners LLC 4
Brass Tax Wealth Management, Inc 4
BPCIX - RBB FUND, INC. - Boston Partners Global Equity Advantage Fund Institutional Class 4
D. E. Shaw & Co, L.p. 4
Heritage Family Offices, LLP 4
Balter Liquid Alternatives, LLC 4
Financial Network Wealth Management LLC 4
Moody Aldrich Partners Llc 4
Morris Capital Advisors, LLC 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 4
B. Riley Financial, Inc. 4
Investors Trust Inc 4
Cassia Capital Partners, LLC 4
Greystone Financial Group, LLC 4
Highmount Capital, LLC 4
Karamaan Group, LLC 4
Fairfield Financial Advisors, LTD 4
FHELX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Hedged U.S. Equity Opportunities Fund Class R6 4
Thrive Capital Management, LLC 4
Independent Investors Inc 4
Zinnia Wealth Advisory, LLC 4
Flat Footed LLC 4
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund 4
Steadtrust LLC 4
Granite FO LLC 4
Sumit Capital, Llc 4
HWIIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Capital Income Fund Class I 4
GRZZX - LEUTHOLD FUNDS INC - GRIZZLY SHORT FUND No Load 4
Carrera Capital Advisors 4
Kerrisdale Advisers, LLC 4
Southport Management, L.l.c. 4
Center For Asset Management LLC 4
MMUSX - Goldman Sachs Trust II - Multi-Manager U.S. Dynamic Equity Fund Class P Shares 4
Reliant Investment Management, LLC 4
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF 4
TPIF - TIMOTHY PLAN - Timothy Plan International ETF 4
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A 4
FRONTIER FUNDS, INC. - Frontier Caravan Emerging Markets Fund Institutional Class Shares 4
MOTBX - MAINSTAY FUNDS TRUST - MainStay MacKay Small Cap Core Fund Class B 4
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A 4
MEOAX - MAINSTAY FUNDS TRUST - MainStay MacKay Emerging Markets Equity Fund Class A 4
Summit Wealth Partners, LLC 4
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A 4
Paragon Capital Management Inc 4
Renasant Bank 4
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF 4
Cottage Street Advisors LLC 4
Bluesphere Advisors, LLC 4
Accretive Wealth Partners, LLC 4
Birch Hill Investment Advisors LLC 4
Walter & Keenan Financial Consulting Co /mi/ /adv 4
Berkeley Capital Partners, LLC 4
Fountainhead AM, LLC 4
Alley Co LLC 4
Insight Advisors, LLC/ PA 4
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 4
Trevor Stewart Burton & Jacobsen Inc 4
Chubb Corp 4
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I 4
Gardner Lewis Asset Management L P 4
RSSL - Global X Funds - Global X Russell 2000 ETF 4
Tred Avon Family Wealth, Llc 4
PUTNAM FUNDS TRUST - Putnam Short Duration Bond Fund Class A 4
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares 4
Martel Wealth Advisors Inc 4
Cornerstone Capital, Inc. 4
BWM Planning, LLC 4
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A 4
Svenska Handelsbanken AB (publ) 4
Paladin Wealth, LLC 4
BYMMX - BNY MELLON FUNDS TRUST - BNY Mellon Corporate Bond Fund Class M Shares 4
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A 4
Alpine Associates Management Inc. 4
von Borstel & Associates, Inc. 4
BNB Wealth Management, LLC 4
Rfg Holdings, Inc. 4
ARS Wealth Advisors, LLC 4
NWGYX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler Equity Income Fund Class A 4
NWUAX - NATIONWIDE MUTUAL FUNDS - Nationwide U.S. Small Cap Value Fund Class A 4
Avenue 1 Advisors, LLC 4
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF 4
SDFI - AB Active ETFs, Inc. - AB Short Duration Income ETF 4
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 4
Financial Management Network Inc 4
SYFI - AB Active ETFs, Inc. - AB Short Duration High Yield ETF 4
Ratan Capital Management LP 4
NWHDX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Cognitive Value Fund Class A 4
Montage Investments, Llc 4
Waycross Partners, Llc 4
WSDAX - ADVISORS' INNER CIRCLE FUND - Westwood High Income Fund A CLASS SHARES 4
WHGIX - Advisors' Inner Circle Fund - Westwood Income Opportunity Fund Institutional Class Shares 4
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF 4
Mainstream Capital Management LLC 4
Cs Mckee Lp 4
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4
LSVZX - ADVISORS' INNER CIRCLE FUND - LSV Emerging Markets Equity Fund Institutional Class Shares 4
Lion Point Capital, LP 4
Kennebec Savings Bank 4
Decision Investments, Inc 4
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF 4
NWXEX - NATIONWIDE MUTUAL FUNDS - Nationwide Amundi Strategic Income Fund Class A 4
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund 4
MidAtlantic Capital Management, Inc. 4
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4
Financial Strategy Network, LLC 4
Howard Bailey Securities, Llc 4
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 4
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 4
FDEV - FIDELITY COVINGTON TRUST - Fidelity Targeted International Factor ETF 4
SBHSX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill International Small Cap Fund Retail Class 4
Edgemoor Investment Advisors, Inc. 4
Harvey Partners, LLC 4
Galvin, Gaustad & Stein, LLC 4
Lgl Partners, Llc 4
Pomelo Capital LLC 4
Kesler, Norman & Wride, LLC 4
Slate Path Capital LP 4
Mindset Wealth Management, Llc 4
Incline Global Management LLC 4
LIVR - EA Series Trust - Intelligent Livermore ETF 4
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A 4
Klaas Financial Asset Advisors, LLC 4
VHYVX - Venerable Variable Insurance Trust - Venerable High Yield Fund Class V 4
White Pine Investment CO 4
Mizuho Markets Americas Llc 4
Nokota Management, LP 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 4
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 4
Wellspring Financial Advisors, LLC 4
TIHCX - TRANSAMERICA FUNDS - Transamerica International Value Class I2 4
IDITX - TRANSAMERICA FUNDS - Transamerica Bond (formerly Transamerica Flexible Income) A 4
Insight Wealth Partners, LLC 4
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A 4
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4
Violich Capital Management, Inc. 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 4
National Rural Electric Cooperative Association 4
TriaGen Wealth Management LLC 4
Western Financial Corporation 4
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4
New England Private Wealth Advisors LLC 4
Black Swift Group, LLC 4
Boyer & Corporon Wealth Management, LLC 4
Falcon Wealth Planning 4
PRHYX - T. Rowe Price High Yield Fund, Inc. - T. Rowe Price High Yield Fund, Inc. 4
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A 4
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A 4
BJBGX - ABERDEEN INVESTMENT FUNDS - Aberdeen Total Return Bond Fund Class A 4
First Wilshire Securities Management Inc 4
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares 4
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4
OCTA - Tidal Trust II - Octane All-Cap Value Energy ETF 4
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares 4
Legacy Wealth Management, LLC / MS 4
Flippin Bruce & Porter Inc 4
Citizens & Northern Corp 4
SMART Wealth LLC 4
Wafra Inc. 4
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 4
Cooper Creek Partners Management Llc 4
Turner Investments, L.p. 4
Pt Asset Management, Llc 4
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 4
PNASX - PRINCIPAL FUNDS INC - SmallCap Growth Fund I R-1 4
Westmount Partners, LLC 4
BSJS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 High Yield Corporate Bond ETF 4
Pines Wealth Management, LLC 4
Marshall Financial Group LLC 4
PDVIX - PRINCIPAL FUNDS INC - Diversified International Fund R-1 4
Viking Global Investors Lp 4
Davidson Kempner Capital Management Lp 4
Kera Capital Partners, Inc. 4
Brady Martz Wealth Solutions, LLC 4
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class R 4
ParenteBeard Wealth Management, LLC 4
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 4
Legend Capital Advisors LLC 4
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A 4
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares 4
Berbice Capital Management LLC 4
BankPlus Wealth Management LLC 4
ArrowMark Colorado Holdings LLC 4
TGIF - Tidal ETF Trust - SoFi Weekly Income ETF 4
Merchants' Gate Capital LP 4
EVLU - iSHARES TRUST - iShares MSCI Emerging Markets Value Factor ETF 4
Capstone Triton Financial Group, LLC 4
Eq Wealth Advisors, Llc 4
Hager Investment Management Services, Llc 4
TRHYX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional High Yield Fund 4
Overland Advisors, LLC 4
Peloton Wealth Strategists 4
Matrix Asset Advisors Inc/ny 4
Comprehensive Financial Planning, Inc./PA 4
Strategic Financial Services, Inc, 4
SHSIX - Stone Harbor Investment Funds - Stone Harbor Strategic Income Fund Institutional Class 4
Home Federal Bank Of Tennessee 4
James Alpha Funds Trust - Easterly RocMuni High Income Municipal Bond Fund - Investor Class 4
Tributary Capital Management, LLC 4
Hidden Cove Wealth Management, LLC 4
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 4
Schwerin Boyle Capital Management Inc 4
Advisors Management Group Inc /adv 4
PUREfi Wealth, LLC 4
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
bLong Financial, LLC 4
MOKAN Wealth Management Inc. 4
CSMEX - CARILLON SERIES TRUST - Carillon Scout Mid Cap Fund Class A 4
Saddle Road Partners, LLC 4
Doliver Advisors, Lp 4
Atlas Legacy Advisors, LLC 4
DEMAX - Delaware Group Global & International Funds - Delaware Emerging Markets Fund Class A 4
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A 4
Birch Financial Group, Llc 4
HYPPX - MFS SERIES TRUST III - MFS High Yield Pooled Portfolio Fund Shares 4
MHITX - MFS SERIES TRUST III - MFS High Income Fund A 4
Capital & Planning, Llc 4
Compass Capital Corp /ma/ /adv 4
Edmonds Duncan Registered Investment Advisors, LLC 4
Abound Financial, Llc 4
Post Resch Tallon Group Inc. 4
Lagoda Investment Management, L.P. 4
FHKFX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Fund 4
LifeGoal Wealth Advisors 4
State Farm Mutual Automobile Insurance Co 4
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 4
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND 4
Portola Group Inc /ca 4
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 4
FIWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Value Index Fund 4
HRUNX - HARBOR FUNDS - Harbor Robeco US Conservative Equities Fund Institutional Class 4
Unified Investment Management 4
Washington State Investment Board 4
Oxinas Partners Wealth Management LLC 4
Marin Bay Wealth Advisors, LLC 4
Harvey Investment Co Llc 4
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 4
Argus Investors' Counsel, Inc. 4
VRIG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Variable Rate Investment Grade ETF 4
Glenview State Bank Trust Dept. 4
McNamara Financial Services, Inc. 4
Stone Toro Investment Advisers, LP 4
Everest Financial Group LLC 4
Globe Life Inc. 4
Riverbend Wealth Management, LLC 4
Gallagher Capital Advisors, LLC 4
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund 4
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF 4
CORDA Investment Management, LLC. 4
FEMKX - FIDELITY INVESTMENT TRUST - Fidelity Emerging Markets Fund 4
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund 4
PUTNAM FUNDS TRUST - Putnam Intermediate-Term Municipal Income Fund CLASS Y 4
Sandhill Capital Partners LLC 4
Ramsay, Stattman, Vela & Price, Inc. 4
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund 4
PQSV - PGIM ETF TRUST - PGIM QMA Strategic Alpha Small-Cap Value ETF 4
Lombard Odier Transatlantic, Limited Partnership 4
10-15 Associates, Inc. 4
HFMDX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Mid Cap 30 Fund Investor Class 4
Archon Partners LLC 4
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 4
Altavista Wealth Management, Inc. 4
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 4
Walsh & Associates, LLC 4
Souders Financial Advisors 4
Marble Harbor Investment Counsel, LLC 4
First Fiduciary Investment Counsel, Inc. 4
GLDNX - Managed Portfolio Series - Great Lakes Disciplined Equity Fund Institutional Class Shares 4
Broderick Brian C 4
Blue Edge Capital, LLC 4
J.P. Marvel Investment Advisors, LLC 4
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4
Middleton & Co Inc/ma 4
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 4
Intellus Advisors LLC 4
Financially Speaking Inc 4
Fairview Capital Investment Management, Llc 4
Silver Lake Advisory, LLC 4
Guardian Partners Inc. 4
Stralem & Co Inc 4
Harding Loevner Lp 4
Saratoga Research & Investment Management 4
Morgan Dempsey Capital Management Llc 4
General American Investors Co Inc 4
PRVBX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Versatile Bond Portfolio Class I 4
CPASX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Class A 4
Keystone Financial Planning, Inc. 4
Signature Financial Management, Inc. 4
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF 4
Shayne & Co., Llc 4
Moment Partners, LLC 4
LHIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia High Yield Municipal Fund Class A 4
Arbor Investment Advisors, LLC 4
Efficient Market Advisors, LLC 4
Professional Advisory Services Inc 4
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 4
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 4
Alerus Investment Advisors Corp 4
JBF Capital, Inc. 4
Sound Shore Management Inc /ct/ 4
Pyrrho Capital Management, LP 4
JPDEX - JPMorgan Trust I - JPMorgan Tax Aware Equity Fund Class I 4
Stratford Consulting, LLC 4
Alta Capital Management Llc/ 4
Sippican Capital Advisors 4
Greystone Managed Investments Inc. 4
Te Ahumairangi Investment Management Ltd 4
Prudent Man Investment Management, Inc. 4
COSIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Strategic Income Fund Class A 4
Lumbard & Kellner, LLC 4
ITM - VanEck Vectors ETF Trust - VanEck Vectors AMT-Free Intermediate Municipal Index ETF 4
ION Fund Management Ltd 4
TNUAX - 1290 Funds - 1290 Diversified Bond Fund Class A 4
Disciplined Investors, L.L.C. 4
Conquis Financial Llc 4
American Assets Inc 4
Crux Wealth Advisors 4
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 4
Hamilton Point Investment Advisors, LLC 4
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A 4
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A 4
LMAPX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Alternative Credit Fund Class A 4
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF 4
Davis-rea Ltd. 4
Appalachian Capital Management Ltd 4
Bedell Frazier Investment Counseling, LLC 4
Colter Lewis Investment Partners LLC 4
Boussard & Gavaudan Investment Management LLP 4
Stolper Co 4
Gallagher Fiduciary Advisors, LLC 4
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A 4
ARLSX - AMG Funds IV - AMG River Road Long-Short Fund CLASS N SHARES 4
ADVTX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund II CLASS N SHARES 4
West Chester Capital Advisors, Inc 4
NFP Retirement, Inc. 4
TT Capital Management LLC 4
Bard Associates Inc 4
Capital One Financial Corp 4
Hamel Associates, Inc. 4
Liberty One Investment Management, Llc 4
Mader & Shannon Wealth Management, Inc. 4
LROAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Unconstrained Bond Fund Class A 4
Zuckerman Investment Group, LLC 4
Terra Nova Asset Management LLC 4
Ken Stern & Associates, Inc. 4
Master's Wealth Management Inc. 4
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 4
Centre Asset Management, LLC 4
Aspire Growth Partners LLC 4
SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares 4
Moreno Evelyn V 4
Truadvice, LLC 4
Nexus Investment Management ULC 4
Cohen Lawrence B 4
Smithbridge Asset Management Inc/de 4
M. Kraus & Co 4
Carlson Capital Management 4
Lawson Kroeker Investment Management Inc/ne 4
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class 4
Montrusco Bolton Investments Inc. 4
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF 4
Burns J W & Co Inc/ny 4
Spurstone Advisory Services, LLC 4
Deane Retirement Strategies, Inc. 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Dividend Opportunity Fund Class R6 4
ADAPT Investment Managers SA 4
Interactive Financial Advisors 4
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Equity Income Fund Class A 4
Richard P Slaughter Associates Inc 4
Norman Fields, Gottscho Capital Management, LLC 4
PYFRX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Floating Rate Fund (Investor Class) 4
AMG Funds LLC 4
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares 4
Lincoln Capital LLC 4
Spero-smith Investment Advisers Inc /oh 4
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A 4
CEFA - Global X Funds - Global X S&P Catholic Values Developed ex-U.S. ETF 4
Cue Financial Group, Inc. 4
Moon Capital Management, LLC 4
Profit Investment Management, LLC 4
York Capital Management Global Advisors, LLC 4
Laurel Grove Capital, LLC 4
TMB Capital Partners, LLC 4
Stokes & Hubbell Capital Management, LLC 4
Hoertkorn Richard Charles 4
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Multi-Asset Growth Fund Class R6 4
Van Diest Capital, LLC 4
Cornerstone Select Advisors, LLC 4
Abner Herrman & Brock Llc 4
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio 4
FSAJX - FIDELITY SALEM STREET TRUST - Fidelity SAI Tax-Free Bond Fund 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Multi-Asset Income Fund Class R6 4
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio 4
LeClair Wealth Partners LLC 4
Avos Capital Management, LLC 4
VSL - ETF Series Solutions - Volshares Large Cap ETF 4
Community Bank of Raymore 4
Stillwater Capital Advisors, LLC 4
Catawba Capital Management /va 4
Ksa Capital Management, Llc 4
Phillip James Consulting Co. 4
Cambridge Advisors Inc. 4
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C 4
OUSA - OSI ETF Trust - O'Shares FTSE U.S. Quality Dividend ETF 4
Oceanic Investment Management LTD 4
WIBAX - WILMINGTON FUNDS - Wilmington Intermediate-Term Bond Fund Class A Shares 4
King Investment Advisors Inc/tx 4
Vista Cima Wealth Management LLC 4
Anderson Financial Strategies, LLC 4
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 4
1248 Management, LLC 4
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 4
Genworth Financial Inc 4
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 4
DSC Advisors, L.P. 4
Independence Trust CO 4
FUMB - First Trust Exchange-Traded Fund III - First Trust Ultra Short Duration Municipal ETF 4
Roffman Miller Associates Inc /pa/ 4
Walser Wealth Management Company, A Ltd Liability Co 4
New Harbor Financial Group, LLC 4
Graybill Bartz & Assoc Ltd 4
Security National Bank Of Sioux City Iowa /ia/ 4
Woodburn R Robert Jr 4
Papp L Roy & Associates 4
Mawer Investment Management Ltd. 4
Noesis Capital Mangement Corp 4
Neumann Capital Management, LLC 4
Pinney & Scofield, Inc. 4
Kingstone Capital Partners Texas, LLC 4
Messner & Smith Theme Value Investment Management Ltd /ca/ 4
Lansdowne Partners (uk) Llp 4
CG Asset Management LLC 4
Peak Retirement Planning, Inc. 4
Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class Y 4
Michels Family Financial, LLC 4
Monetary Solutions, Ltd 4
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional 4
Baer Investment Advisory LLC 4
Integre Asset Management, LLC 4
Aurdan Capital Management, LLC 4
Putney Financial Group LLC 4
united american securities inc. (d/b/a uas asset management) 4
Stadion Money Management, LLC 4
Challenger Wealth Management 4
Kamunting Street Capital Management, L.P. 4
Cfo Capital Management Llc 4
Baltimore-Washington Financial Advisors Inc. 4
Icahn Carl C 4
Winchester Group Inc. 4
Country Fund Management 4
Knott David M 4
LifeWealth Investments, LLC 4
Kentucky Farm Bureau Mutual Insurance Co 4
Brucke Financial, Inc. 4
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF 4
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF 4
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF 4
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF 4
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates 4
SGGDX - FIRST EAGLE FUNDS - First Eagle Gold Fund Class A 4
Gmt Capital Corp 4
Northstar Financial Companies, Inc. 4
S Harris Financial Group, LLC 4
AIIFX - 360 Funds - Timber Point Alternative Income Fund Institutional Class Shares 4
Carl Domino Inc 4
Delta Capital Management Llc 4
North American Management Corp 4
WINC - Legg Mason ETF Investment Trust - WESTERN ASSET SHORT DURATION INCOME ETF 4
Muzinich & Co., Inc. 4
Murphy Pohlad Asset Management LLC 4
Brookmont Capital Management 4
Guild Investment Management, Inc. 4
HHG & Company, LLC 4
Lynch & Associates/in 4
Marque Millennium Capital Management Lcc 4
United Bank, Inc. 4
D. E. Shaw Kalon Portfolios, L.L.C. 4
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 4
Butensky & Cohen Financial Security, Inc 4
Sterling Investment Management, Inc. 4
Albert D Mason Inc 4
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund 4
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF 4
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF 4
AGH Wealth Advisors, LLC 4
Capitolis Liquid Global Markets Llc 4
QV Investors Inc. 4
Good Steward Wealth Advisors,LLC 4
Longer Investments Inc. 4
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF 4
Dow Chemical Co /de/ 4
Zazove Associates Llc 4
Bingham Private Wealth, Llc 4
Hyman Charles D 4
DVYE - iShares, Inc. - iShares Emerging Markets Dividend ETF 4
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund 4
AEDFX - ARBITRAGE FUNDS - WATER ISLAND DIVERSIFIED EVENT-DRIVEN FUND Class R 4
Sky Investment Group LLC 4
Mondrian Investment Partners LTD 4
Tiedemann Trust Co 4
High Pointe Capital Management Llc 4
Mb, Levis & Associates, Llc 4
Cinque Partners Llc 4
TAEQ - Collaborative Investment Series Trust - Trend Aggregation U.S. ETF Trend Aggregation U.S. Equity ETF 4
Mullaney, Keating & Wright, Inc. 3
Fir Tree Capital Management Lp 3
Kopp Investment Advisors Llc 3
Perkins Capital Management Inc 3
Cooperman Leon G 3
Fairfax Financial Holdings Ltd/ Can 3
Dalton Investments LLC 3
JHL Capital Group LLC 3
Oakland Financial Corp 3
LionEye Capital Management LLC 3
FrontFour Capital Group LLC 3
Relative Value Partners, LLC 3
Oaktree Capital Management Lp 3
Glazer Capital, Llc 3
Pope Asset Management, Llc 3
Eagle Capital Management Llc 3
Glenhill Advisors Llc 3
Goldentree Asset Management Lp 3
Pennant Capital Management, LLC 3
PFM Health Sciences, LP 3
Aristides Capital LLC 3
Owl Creek Asset Management, L.P. 3
Brigade Capital Management, Lp 3
Alden Global Capital LLC 3
Eton Park Capital Management, L.P. 3
Blue Ridge Capital, L.L.C. 3
New South Capital Management Inc 3
Davis Selected Advisers 3
Avenir Corp 3
ACT Capital Management, LLLP 3
Solus Alternative Asset Management LP 3
Sabby Management, Llc 3
Eventide Asset Management, Llc 3
Polygon Management Ltd. 3
Nicholas Company, Inc. 3
Burgundy Asset Management Ltd. 3
Saba Capital Management, L.P. 3
Champlain Investment Partners, LLC 3
Bessemer Securities Llc 3
Cambridge Financial Group, Inc. 3
Martin & Co Inc /tn/ 3
Deerfield Management Company, L.p. (series C) 3
Disciplined Growth Investors Inc /mn 3
Appaloosa Management Lp 3
Halsey Associates Inc/ct 3
Timucuan Asset Management Inc/fl 3
Artal Group S.A. 3
Forbes J M & Co Llp 3
Boston Research & Management Inc 3
Rock Point Advisors, LLC 3
Stack Financial Management, Inc 3
Pergamon Offshore Advisors, L.P. 3
Haverford Financial Services, Inc. 3
C.V. Starr & Co., Inc. Trust 3
Diversified Investment Strategies, LLC 3
Investment Management Of Virginia Llc 3
P Schoenfeld Asset Management Lp 3
Cooke & Bieler Lp 3
Diamond Hill Capital Management Inc 3
Bingham Osborn & Scarborough Llc 3
Polaris Capital Management, LLC 3
London Co Of Virginia 3
Windsor Financial Group Llc 3
Rbo & Co Llc 3
Kahn Brothers Group Inc /de/ 3
Stuyvesant Capital Management 3
Northstar Investment Advisors Llc 3
Winslow Asset Management Inc 3
Hawkins Capital L.P. 3
ACR Alpine Capital Research, LLC 3
Schaper Benz & Wise Investment Counsel Inc/wi 3
Grace & White Inc /ny 3
Northstar Asset Management Llc 3
Barbara Oil Co. 3
Cleary Gull Holdings Inc. 3
Parthenon Llc 3
Pictet & Cie (Europe) SA 3
PICTET BANK & TRUST Ltd 3
Bank Pictet & Cie (asia) Ltd 3
Seven Bridges Advisors LLC 3
Schneider Downs Wealth Management Advisors, LP 3
Madison Street Partners, LLC 3
Valueworks Llc 3
Castle Creek Arbitrage, LLC 3
Ensemble Capital Management, LLC 3
Reynolds Capital Management Llc 3
Outfitter Advisors, Ltd. 3
Palisades Hudson Asset Management, L.P. 3
S. R. Schill & Associates 3
Domani Wealth, LLC 3
Tweedy, Browne Co LLC 3
Ncm Capital Management Group Inc 3
Retirement Design & Management Inc /adv 3
Sonata Capital Group Inc 3
Taylor, Cottrill LLC 3
JGP Global Gestao de Recursos Ltda. 3
Somerset Group LLC 3
Rench Wealth Management, Inc. 3
First Western Capital Management Co 3
Financial Partners Capital Management Llc 3
Capital Management Corp /va 3
Banta Asset Management Lp 3
FolioMetrix LLC 3
Sphinx Trading, Lp 3
Cortland Associates Inc/mo 3
Lesa Sroufe & Co 3
Madrona Financial Services, LLC 3
Juncture Wealth Strategies, Llc 3
Wealthquest Corp 3
Equity Investment Corp/ga 3
Guardian Investment Management 3
Compass Capital Management, Inc 3
Stellar Capital Management, LLC 3
Beaumont Financial Partners, LLC 3
Lgt Capital Partners Ltd. 3
Planning Alternatives Ltd /adv 3
Excelsia, Inc. 3
Locust Wood Capital Advisers, LLC 3
Phillips Financial Management, Llc 3
RQSI Ltd 3
Lederer & Associates Investment Counsel/ca 3
Smith, Graham & Co., Investment Advisors, LP 3
Tufton Capital Management 3
Socratic Fund Management, L.P. 3
Heathbridge Capital Management Ltd. 3
Bright Rock Capital Management, Llc 3
Westwood Management Corp /il/ 3
Roanoke Asset Management Corp/ Ny 3
Macnealy Hoover Investment Management Inc 3
Lombardia Capital Partners Llc 3
Dock Street Asset Management Inc 3
JMG Financial Group, Ltd. 3
Kirr Marbach & Co Llc /in/ 3
Riverbridge Partners Llc 3
Founders Capital Management, Llc 3
Markel Corp 3
Charles Stewart Mott Foundation 3
Linden Advisors Lp 3
Regis Management CO LLC 3
Redwood Investments, LLC 3
David R. Rahn & Associates Inc. 3
Taurus Asset Management, Llc 3
Lorber David A 3
Nwi Management Lp 3
Tricadia Capital Management, LLC 3
Myriad Asset Management Ltd. 3
Long Road Investment Counsel, LLC 3
Davy Global Fund Management Ltd 3
Johanson Financial Advisors, Inc. 3
Bridgewater Wealth & Financial Management, LLC 3
Stonehearth Capital Management, LLC 3
Rice Hall James & Associates, Llc 3
Foothills Asset Management, Ltd. 3
Fcm Investments/tx 3
Lathrop Investment Management Corp 3
Elm Advisors, Llc 3
Salem Capital Management Inc 3
Bonness Enterprises Inc 3
Nadler Financial Group, Inc. 3
Howard Capital Management 3
Vista Capital Partners, Inc. 3
Conestoga Capital Advisors, LLC 3
Eagle Capital Management, LLC 3
Thompson Rubinstein Investment Management Inc /or/ 3
Swarthmore Group Inc 3
Baker Boyer National Bank 3
Pensionfund Sabic 3
Kempner Capital Management Inc. 3
Kassirer Asset Management Corp 3
Kynikos Associates LP 3
Sensato Investors LLC 3
Brandywine Trust Co 3
Miller Investment Management, LP 3
Hikari Tsushin, Inc. 3
Reservoir Operations, L.P. 3
NewFocus Financial Group, LLC 3
Betterment LLC 3
Cedar Hill Associates, Llc 3
First Houston Capital, Inc. 3
Yacktman Asset Management Lp 3
Beach Point Capital Management LP 3
Ycg, Llc 3
Regents Of The University Of California 3
Montag & Caldwell, Llc 3
Stonebridge Capital Management Inc 3
Mcrae Capital Management Inc 3
Raub Brock Capital Management LP 3
Skylands Capital, LLC 3
American Asset Management Inc. 3
Anderson Hoagland & Co 3
Fenimore Asset Management Inc 3
S. Muoio & Co. Llc 3
Bill & Melinda Gates Foundation Trust 3
Foyston, Gordon, & Payne Inc 3
Cleary Gull Inc. 3
ATLANTIC INVESTMENT Co 3
Breithorn Capital Management 3
Piermont Capital Management LLC 3
Charles Schwab Investment Advisory, Inc. 3
Oak Associates Ltd /oh/ 3
Acadia Trust Na 3
Potomac Capital Management, Inc. 3
V2 Capital, LLC 3
PVG Asset Management 3
Vision Capital Management, Inc. 3
Laidlaw Group, LLC 3
Philadelphia International Advisors Lp 3
MDE Group 3
Massachusetts Mutual Life Insurance Co 3
Terril Brothers, Inc. 3
Rangeley Capital, LLC 3
Price Michael F 3
Investment Counsel Inc. 3
Carlton Hofferkamp & Jenks Wealth Management, LLC 3
Matisse Capital 3
Edmond De Rothschild Asset Management (luxembourg) 3
Youngs Advisory Group, Inc. 3
VGI Partners Ltd 3
Croft-leominster Inc 3
Delphi Financial Group, Inc. 3
Gruber & Mcbaine Capital Management Llc 3
Riversville Capital, Inc. 3
Chartwell Investment Partners/pa 3
Noroian Steven A & Associates Inc/ca 3
Moller Financial Services 3
Stearns Financial Services Group 3
Peak Asset Management, LLC 3
Vontobel Swiss Wealth Advisors AG 3
Corundum Group, Inc. 3
Concord Asset Management Llc 3
Thornmark Asset Management Inc. 3
New Vernon Investment Management Llc 3
Qualcomm Inc/de 3
Scharf Investments, Llc 3
Anandar Capital Management LP 3
Bolton Lp 3
Granite Point Capital Management, L.P. 3
American Money Management, LLC 3
Wills Financial Group, Inc. 3
Oppenheimer & Close, LLC 3
Central Asset Investments & Management Holdings (HK) Ltd 3
Governors Lane LP 3
SeaStone Capital Management, L.P. 3
Scoria Capital Partners LP 3
HRS Investment Holdings, LLC 3
Arrowgrass Capital Partners Llp 3
Omega Advisors Inc. 3
Bellevue Group AG 3
Piper Sandler & Co. 3
Opera Trading Capital 3
Tide Point Capital Management, Lp 3
Athena Global Investors LLC 3
Scholtz & Company, Llc 3
Ulysses Management LLC 3
AIMZ Investment Advisors, LLC 3
Strategic Investment Management, Llc 3
Partner Investment Management, L.P. 3
Panning Capital Management, LP 3
Claar Advisors LLC 3
Vega Energy Gp, Llc 3
SkyTop Capital Management LLC 3
Carleon Capital Partners LLC 3
aeris Capital Holding GmbH 3
St. Louis Trust Co 3
P.a.w. Capital Corp 3
Rex Capital Advisors, LLC 3
Drexel Morgan & Co. 3
Otter Creek Advisors, LLC 3
Gator Capital Management, LLC 3
Glovista Investments LLC 3
Omni Partners Llp 3
Sandell Investment Services LLC 3
Delaney Dennis R 3
Andromeda Capital LLC 3
Amiya Capital LLP 3
Seamans Capital Management, LLC 3
PANTHERA INVESTMENT GmbH 3
Columbia Capital Llc 3
Perimeter Capital Partners, LLC 3
S.a.c. Global Investors, Llp 3
Bmi Capital Corp 3
Wilson, Kemp & Associates, Inc. 3
Ignis Investment Services Ltd 3
Fairbanks Capital Management, Inc. 3
Amida Capital Management II, LLC 3
Palisades Investment Partners, LLC 3
Vector Wealth Management, Llc 3
CGOV Asset Management 3
Peregrine Capital Management Llc 3
Edmond De Rothschild (monaco) 3
REDW Wealth LLC 3
Benson Investment Management Company, Inc. 3
Rubric Capital Management LP 3
Sicart Associates LLC 3
Abbrea Capital, LLC 3
Concentric Wealth Management, Llc 3
Blockhouse Capital Management Lp 3
Smith Shellnut Wilson Llc /adv 3
Lyell Wealth Management, Lp 3
Greytown Advisors Inc. 3
Old Mission Capital, Llc 3
Ullmann Financial Group, Inc. 3
Florence Capital Advisors, LLC 3
Heritage Way Advisors, LLC 3
PagnatoKarp Partners LLC 3
Wela Strategies, Inc. 3
Acorns Advisers, LLC 3
Quattro Financial Advisors Llc 3
Adalta Capital Management LLC 3
Aldebaran Capital, Llc 3
Algebris (uk) Ltd 3
GenWealth Group, Inc. 3
Intesa Sanpaolo S.p.a. 3
Oak Point Wealth Management 3
McCollum Christoferson Group LLC 3
WoodTrust Financial Corp 3
Spearhead Capital Advisors, Llc 3
Hudson Capital Management LLC 3
Mhi Funds, Llc 3
Stumpf Capital Management LLC 3
Huber Financial Advisors, Llc 3
WPSMX - WP Trust - WP Smaller Companies Income Plus Fund Institutional Class Shares 3
NJTFX - T. Rowe Price State Tax-Free Funds, Inc. - T. Rowe Price New Jersey Tax-Free Bond Fund 3
SMTFX - SIT MUTUAL FUNDS II INC - Sit Minnesota Tax-Free Income Fund 3
Invesco Dynamic Credit Opportunities Fund 3
Wells Fargo Utilities & High Income Fund 3
CMFIX - CM ADVISORS FAMILY OF FUNDS - CM Advisors Fixed Income Fund 3
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund 3
Invesco Senior Income Trust 3
Fidelity Union Street Trust Ii 3
Fidelity Central Investment Portfolios II LLC - Fidelity International Credit Central Fund 3
Voya Senior Income Fund 3
Blackrock Munivest Fund, Inc. 3
Oppenheimer Rochester California Municipal Fund 3
Pimco Corporate & Income Strategy Fund 3
Pimco Corporate & Income Opportunity Fund 3
SEIX - Virtus ETF Trust II - Virtus Seix Senior Loan ETF 3
Pimco High Income Fund 3
EBSZX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income and Appreciation Fund 3
FFIU - Spinnaker ETF Series - UVA Unconstrained Medium-Term Fixed Income ETF 3
GAIGX - Gamco International Growth Fund, Inc - Gamco International Growth Fund, Inc Class A 3
Dividend Builder Portfolio 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 3
PASMX - Pacific Global Fund Inc - Small Cap Value Fund Class A 3
Gabelli Convertible & Income Securities Fund Inc 3
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A 3
Deutsche Money Market Trust 3
Invesco Exchange Fund - INVESCO EXCHANGE FUND 3
Brookfield Real Assets Income Fund Inc. 3
MPGFX - Mairs & Power Funds Trust - Mairs & Power Growth Fund Investor Class 3
BRUAX - Brookfield Investment Funds - Brookfield U.S. Listed Real Estate Fund Class A 3
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I 3
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund 3
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio 3
Pimco Strategic Income Fund, Inc 3
Morgan Stanley Emerging Markets Fund Inc 3
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I 3
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund 3
First Trust Dynamic Europe Equity Income Fund 3
Morgan Stanley Asia-pacific Fund, Inc. 3
EQCHX - Equinox Funds Trust - Equinox Chesapeake Strategy Fund Class I 3
Pimco Global Stocksplus & Income Fund 3
DHGBX - DIAMOND HILL FUNDS - Diamond Hill Global Fund Class A 3
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts 3
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares 3
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc. 3
Context Capital Funds 3
Premier Multi-Series VIT - RCM Dynamic Multi-Asset Plus VIT Portfolio 3
COMB - GraniteShares ETF Trust - GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF 3
Strongvest Etf Trust 3
Credit Suisse Asset Management Income Fund Inc 3
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class 3
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc 3
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund 3
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A 3
CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares 3
Nuveen Intermediate Duration Quality Municipal Term Fund 3
Tortoise Pipeline & Energy Fund, Inc. 3
Guggenheim Taxable Municipal Managed Duration Trust 3
Oppenheimer Emerging Markets Local Debt Fund 3
STTGX - STADION INVESTMENT TRUST - Stadion Trilogy Alternative Return Fund Class A Shares 3
Fidelity Revere Street Trust 3
Goldman Sachs Mlp Income Opportunities Fund 3
Western Asset High Yield Defined Opportunity Fund Inc. 3
MUNDX - MUNDOVAL FUNDS - Mundoval Fund 3
BFIAX - AMERICAN FUNDS INFLATION LINKED BOND FUND - AMERICAN FUNDS INFLATION LINKED BOND FUND Class A 3
First Trust Energy Income & Growth Fund 3
PTWAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM JENNISON 20/20 FOCUS FUND Class A 3
Mainstay Definedterm Municipal Opportunities Fund 3
First Trust Energy Infrastructure Fund 3
FIMYX - INTERMEDIATE MUNICIPAL TRUST - Federated Intermediate Municipal Trust Institutional Shares 3
Sentinel Variable Products Trust 3
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A 3
CCMNX - Community Capital Trust - CCM Alternative Income Fund Institutional Shares 3
ADVISORONE FUNDS - CLS Strategic Global Equity Fund Class N Shares 3
TSELX - TOCQUEVILLE TRUST - The Tocqueville Select Fund 3
Putnam Managed Municipal Income Trust 3
SENIOR DEBT PORTFOLIO - Senior Debt Portfolio (MA) 3
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares 3
Advent Claymore Convertible Securities & Income Fund Ii 3
Advent/claymore Enhanced Growth & Income Fund 3
Nuveen Amt-free Quality Municipal Income Fund 3
Nuveen Municipal Credit Income Fund 3
EATON VANCE FLOATING RATE PORTFOLIO/MA - Eaton Vance Floating Rate Portfolio 3
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund 3
First Trust Mlp & Energy Income Fund 3
Fidelity Newbury Street Trust 3
Epiphany Funds 3
LFEAX - MFS SERIES TRUST XII - MFS Lifetime 2035 Fund A 3
CNZLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Australia/New Zealand Fund 3
Kkr Income Opportunities Fund 3
Wells Fargo Global Dividend Opportunity Fund 3
Croft Funds Corp 3
Oaktree Funds 3
Wells Fargo Income Opportunities Fund 3
Fs Energy Total Return Fund 3
BATT - Amplify ETF Trust - Amplify Advanced Battery Metals and Materials ETF 3
GTCMX - GLENMEDE PORTFOLIOS - Muni Intermediate Portfolio 3
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares 3
First Trust New Opportunities Mlp & Energy Fund 3
Credit Suisse High Yield Bond Fund 3
Morgan Stanley Income Securities Inc 3
Guggenheim Strategy Funds Trust - Guggenheim Strategy Fund III 3
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A 3
SAESX - SUNAMERICA EQUITY FUNDS - AIG Japan Fund Class A 3
Fidelity Colchester Street Trust 3
AINTX - ARIEL INVESTMENT TRUST - Ariel International Fund Investor Class 3
FOGRX - Tributary Funds, Inc. - Growth Opportunities Fund Institutional 3
SURFX - LEE FINANCIAL MUTUAL FUND, INC. - Hawaii Municipal Fund Investor Class 3
Dreyfus Manager Funds I 3
Mpi Investment Management, Inc. 3
Nova R Wealth, Inc. 3
Northwest Capital Management Inc 3
Wealth Advisors of Tampa Bay, LLC 3
Brightline Capital Management, Llc 3
Castle Rock Wealth Management, LLC 3
DDD Partners, LLC 3
Acorn Advisory Capital L.p. 3
Advanced Asset Management Advisors Inc 3
Derby & Company, Inc 3
Oak Asset Management, LLC 3
James Hambro & Partners 3
Martin Capital Partners, LLC 3
Unio Capital LLC 3
Red Cedar Capital, LLC 3
6 Meridian 3
Newport Wealth Strategies, Inc. 3
Smart Money Group LLC 3
Altman Advisors, Inc. 3
Probabilities Fund Management, LLC 3
Slow Capital, Inc. 3
KADENSA CAPITAL Ltd 3
Lsp Investment Advisors, Llc 3
New Potomac Partners, LLC 3
Titus Wealth Management 3
CLARET ASSET MANAGEMENT Corp 3
Qvr Llc 3
Wells Trecaso Financial Group, LLC 3
Winthrop Advisory Group LLC 3
Hartford Funds Management Co LLC 3
Gifford Fong Associates 3
Stewardship Financial Advisors, LLC 3
Blue Chip Wealth Management, Inc. 3
Ategra Capital Management, LLC 3
J. L. Bainbridge & Co., Inc. 3
Cognios Beta Neutral Large Cap Fund, Lp 3
Landmark Bank 3
Impax Asset Management Group plc 3
Virginia National Bank 3
BlackRock Series Fund II, Inc. - BlackRock U.S. Government Bond Portfolio 3
Elm Partners Management LLC 3
Mkd Wealth Coaches, Llc 3
Eukles Asset Management 3
Evergreen Advisors, LLC 3
Gantzert Investment Co Llc /adv 3
Pettinga Financial Advisors, LLC 3
Beacon Pointe Wealth Advisors, Llc 3
Elwood & Goetz Wealth Advisory Group, LLC 3
Summit Wealth & Retirement Planning, Inc. 3
FLC Capital Advisors 3
Dougherty Wealth Advisers LLC 3
Traverso Chambers Private Wealth Management, LLC 3
Insight Wealth Strategies, LLC 3
Apexium Financial, Lp 3
Compton Wealth Advisory Group, LLC 3
Pacific Wealth Strategies Group, Inc. 3
Wolff Financial Management Llc 3
Unified Trust Company, N.A. 3
Innealta Capital, Llc 3
Toms Capital Investment Management Lp 3
Newday Solutions, Llc 3
Banyan Capital Management, Inc. 3
Guidance Point Advisors, LLC 3
New World Advisors LLC 3
Riverstone Advisors, LLC 3
Inherent Group, Lp 3
BT Wealth Management LLC 3
Peachtree Investment Partners, LLC 3
Sassicaia Capital Advisers Llc 3
Lantz Financial LLC 3
C-J Advisory, Inc. 3
Moseley Investment Management Inc 3
Putnam High Yield Trust 3
Corsair Opportunity Fund 3
Chimera Capital Management LLC 3
Managed High Yield Plus Fund Inc 3
IFG Advisors, LLC 3
Hubbell Strickland Wealth Management, LLC 3
Global Strategic Investment Solutions, LLC 3
Mfs Intermarket Income Trust I 3
Principled Equity Market Fund 3
Aberdeen Global Select Opportunities Fund Inc. 3
Xcel Wealth Management, LLC 3
REBEX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class E 3
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y 3
GQSCX - GLENMEDE FUND INC - Quantitative U.S. Small Cap Equity Portfolio 3
GTMEX - GLENMEDE FUND INC - Large Cap Value Portfolio 3
BRSVX - BRIDGEWAY FUNDS INC - Small-Cap Value Fund Class N 3
IOMUX - AIM TAX-EXEMPT FUNDS (INVESCO TAX-EXEMPT FUNDS) - Invesco Oppenheimer Municipal Fund Class R6 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II 3
FPIKX - FIRST INVESTORS EQUITY FUNDS - First Investors Premium Income Fund Class A 3
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin U.s. Government Securities Vip Fund Class 1 3
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1 3
FMIAX - Franklin Mutual Series Funds - Franklin Mutual International Fund Class A 3
TEMIX - Franklin Mutual Series Funds - Franklin Mutual European Fund Class A 3
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A 3
JNL SERIES TRUST - JNL/S&P International 5 Fund (A) 3
Jnl Series Trust - Jnl/s&p Dividend Income & Growth Fund (a) 3
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares 3
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares 3
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 3
BCPIX - BRANDES INVESTMENT TRUST - Brandes Core Plus Fixed Income Fund Class I 3
LSGSX - LOOMIS SAYLES FUNDS I - Loomis Sayles Inflation Protected Securities Fund Institutional Class 3
NUESX - NORTHERN FUNDS - U.S. Quality ESG Fund 3
NSGRX - Northern Funds - Northern Small Cap Core Fund 3
NOIGX - Northern Funds - Northern International Equity Fund 3
NOMIX - Northern Funds - Northern Mid Cap Index Fund 3
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C 3
SECUX - GUGGENHEIM FUNDS TRUST - Guggenheim StylePlus - Mid Growth Fund A-Class 3
GIFAX - GUGGENHEIM FUNDS TRUST - Guggenheim Floating Rate Strategies Fund A-Class 3
HOSGX - HOMESTEAD FUNDS INC - Short-Term Government Securities Fund 3
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio 3
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC 3
Advanced Series Trust - Ast Small-cap Growth Portfolio 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2023 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2020 3
ADVANCED SERIES TRUST - AST Bond Portfolio 2022 3
ADVANCED SERIES TRUST - AST AQR Large-Cap Portfolio 3
ADVANCED SERIES TRUST - AST AB Global Bond Portfolio 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
Advanced Series Trust - Ast Goldman Sachs Small-cap Value Portfolio 3
ADVANCED SERIES TRUST - AST PIMCO Dynamic Bond Portfolio 3
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class 3
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class 3
PACIFIC SELECT FUND - International Value Portfolio Class I 3
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 3
AQVVX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Value Fund Institutional Class 3
TFGIX - AMERICAN BEACON FUNDS - American Beacon TwentyFour Strategic Income Fund Institutional Class 3
AQCIX - AMERICAN BEACON FUNDS - American Beacon Alpha Quant Core Fund Institutional Class 3
JAEMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - High Yield Trust NAV 3
JAGBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Select Bond Trust NAV 3
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV 3
Calvert Variable Products, Inc. - Calvert VP Investment Grade Bond Index Portfolio 3
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1 3
PRUDENTIAL SERIES FUND - JENNISON 20/20 FOCUS PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - SP SMALL CAP VALUE PORTFOLIO Class I 3
LOMMX - CGM TRUST - CGM Mutual Fund 3
CGMFX - CGM TRUST - CGM Focus Fund 3
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A 3
WEQRX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Workplace Equality Fund -Retail Class 3
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A 3
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T 3
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L 3
Guggenheim Variable Funds Trust - SERIES J (STYLEPLUS - MID GROWTH SERIES) A 3
FS Series Trust - FS Real Asset Fund Class A 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class II Shares 3
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Small Cap Portfolio Class I Shares 3
CFRAX - MUTUAL FUND SERIES TRUST - Catalyst/CIFC Floating Rate Income Fund Class A 3
BMBIX - BAIRD FUNDS INC - Baird Quality Intermediate Municipal Bond Fund Institutional 3
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class 3
PACIFIC FUNDS SERIES TRUST - PF International Value Fund CLASS P 3
PLADX - PACIFIC FUNDS SERIES TRUST - Pacific Funds Short Duration Income CLASS A 3
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional 3
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class 3
WFCMX - WELLS FARGO FUNDS TRUST - Wells Fargo Managed Account CoreBuilder Shares Series M CoreBuilder Shares Series M 3
TFI - SPDR SERIES TRUST - SPDR(R) Nuveen Bloomberg Barclays Municipal Bond ETF 3
SPYB - SPDR SERIES TRUST - SPDR S&P 500(R) Buyback ETF 3
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB 3
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Short Duration Government Bond Portfolio Class IB 3
CNRGX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Short Term Emerging Markets Debt Fund Class Y 3
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class 3
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Bond Fund - Class I 3
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares 3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 3
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 3
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1 3
PAXHX - PAX WORLD FUNDS SERIES TRUST I - Pax High Yield Bond Fund Investor Class 3
PAXWX - PAX WORLD FUNDS SERIES TRUST I - PAX Balanced Fund Investor Class 3
ASGQA - ANCHOR SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 3 3
FFSAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Flexible Income Fund Class A 3
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class 3
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class 3
VARAX - Investment Managers Series Trust II - Vivaldi Merger Arbitrage Fund Class A Shares 3
Columbia Funds Variable Series Trust II - CTIVP - William Blair International Leaders Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3 3
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Income Opportunities Fund Class 3 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - High Yield Bond Fund Class 3 3
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund 3
FVL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line 100 Exchange-Traded Fund 3
MML Series Investment Fund II - MML Inflation-Protected and Income Fund Initial Class 3
GWMEX - AMG FUNDS - AMG GW&K Municipal Enhanced Yield Fund Class I 3
TLINX - TIAA-CREF LIFE FUNDS - International Equity Fund 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
DREGX - DRIEHAUS MUTUAL FUNDS - DRIEHAUS EMERGING MARKETS GROWTH FUND Investor Share Class 3
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund 3
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio 3
FEDERATED INSURANCE SERIES - Federated High Income Bond Fund II Primary Shares 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Small Cap Core Portfolio Class 2 3
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class 3
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A 3
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I 3
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I 3
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A 3
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A 3
RSFLX - VICTORY PORTFOLIOS - Victory Floating Rate Fund Class A 3
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A 3
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1 3
PENN SERIES FUNDS INC - High Yield Bond Fund 3
PENN SERIES FUNDS INC - Mid Core Value Fund 3
PENN SERIES FUNDS INC - Mid Cap Value Fund 3
PENN SERIES FUNDS INC - Limited Maturity Bond Fund 3
Guardian Variable Products Trust - Guardian International Value VIP Fund 3
ROSC - Lattice Strategies Trust - Hartford Multifactor Small Cap ETF 3
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 3
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF 3
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3
CEY - Victory Portfolios II - VictoryShares Emerging Market High Div Volatility Wtd ETF 3
SMAPX - Salient MF Trust - Salient MLP & Energy Infrastructure Fund Class A 3
DBFRX - DoubleLine Funds Trust - DoubleLine Floating Rate Fund Class I 3
LMBAX - Legg Mason Global Asset Management Trust - QS U.S. Small Capitalization Equity Fund Class A 3
GOBAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund Class A 3
GBUSX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Opportunities Bond Fund (USD Hedged) Class I 3
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N 3
AQINX - AQR Funds - AQR International Equity Fund Class N 3
QIMLX - AQR Funds - AQR TM International Multi-Style Fund Class I 3
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I 3
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class 3
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A 3
Brighthouse Funds Trust I - MFS Research International Portfolio Class A 3
OEF - iSHARES TRUST - iShares S&P 100 ETF 3
IOO - iSHARES TRUST - iShares Global 100 ETF 3
IWC - iSHARES TRUST - iShares Micro-Cap ETF 3
INDY - iSHARES TRUST - iShares India 50 ETF 3
AMCA - iSHARES TRUST - iShares Russell 1000 Pure U.S. Revenue ETF 3
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N 3
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia 3
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 3
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 3
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund 3
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 3
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class 3
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class 3
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class 3
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class 3
ALHIX - American Century Quantitative Equity Funds, Inc. - Ac Alternatives Equity Market Neutral Fund Investor Class 3
AVPIX - American Century Variable Portfolios Inc - Vp Value Fund Class I 3
AVVIX - American Century Variable Portfolios Inc - Vp Large Company Value Fund Class I 3
AVIPX - American Century Variable Portfolios Inc - Vp Mid Cap Value Fund Class I 3
PIGLX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (Unhedged) Institutional 3
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional 3
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 3
ACITX - American Century Government Income Trust - Inflation-adjusted Bond Fund Investor Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class 3
MFS VARIABLE INSURANCE TRUST II - MFS Strategic Income Portfolio Initial Class 3
ATGAX - AQUILA FUNDS TRUST - Aquila Three Peaks Opportunity Growth Fund Class A 3
PENN SERIES FUNDS INC - Small Cap Value Fund 3
GREAT-WEST FUNDS INC - Great-West T. Rowe Price Equity Income Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF 3
RNDM - FIRST TRUST EXCHANGE-TRADED FUND VI - Developed International Equity Select ETF 3
FCAN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Canada AlphaDEX Fund 3
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A 3
DOL - WisdomTree Trust - WisdomTree International LargeCap Dividend Fund N/A 3
DNL - WisdomTree Trust - WisdomTree Global ex-U.S. Quality Dividend Growth Fund N/A 3
AIVI - WisdomTree Trust - WisdomTree International Dividend ex-Financials Fund N/A 3
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 3
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class 3
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C 3
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Wellington Real Return Portfolio Class 3 3
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2 3
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3
HCSCX - HC CAPITAL TRUST - The Institutional Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
HCCEX - HC CAPITAL TRUST - The Small Capitalization - Mid Capitalization Equity Portfolio HC Strategic Shares 3
IBIAX - IVY FUNDS - Ivy Global Equity Income Fund Class A 3
IPNAX - IVY FUNDS - Ivy PineBridge High Yield Fund Class A 3
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund 3
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund 3
Ivy Variable Insurance Portfolios - Ivy VIP Global Equity Income Class II 3
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II 3
MSCGX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class Y-3 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 3
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I 3
PUTNAM VARIABLE TRUST - Putnam VT International Equity Fund Class IA Shares 3
WBENX - WILLIAM BLAIR FUNDS - William Blair Emerging Markets Growth Fund Class N 3
WILNX - WILLIAM BLAIR FUNDS - William Blair International Leaders Fund Class N 3
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - International Equity Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - High Yield Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 3
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio 3
MAPOX - Mairs & Power Funds Trust - Mairs & Power Balanced Fund Investor Class 3
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund 3
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund 3
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 3
BUSRX - STERLING CAPITAL FUNDS - Sterling Capital Ultra Short Bond Fund A CLASS 3
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 3
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class 3
SHFVX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge All Cap Value Fund Class A 3
LGDAX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Dividend Fund Class A 3
LCNIX - LAZARD FUNDS INC - Lazard International Equity Concentrated Portfolio Institutional Shares 3
MEVIX - LAZARD FUNDS INC - Lazard Managed Equity Volatility Portfolio Institutional Shares 3
MUIIX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Ultra Short Income Portfolio Institutional Class 3
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 3
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF 3
Profunds - Profund Vp Europe 30 3
HIMZX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Low Duration Core Plus Bond Fund Class A 3
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class 3
LTUSX - THORNBURG INVESTMENT TRUST - Thornburg Limited Term U.S. Government Fund - Class A 3
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A 3
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class 3
ASTHX - Allianz Funds Multi-Strategy Trust - AllianzGI Short Term Bond Fund Class A 3
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 3
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 3
GXC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) CHINA ETF 3
OHIO NATIONAL FUND INC - ON Foreign Portfolio 3
OHIO NATIONAL FUND INC - ON Federated High Income Bond Portfolio 3
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares 3
SBCEX - BNY Mellon Investment Funds I - BNY Mellon Diversified Emerging Markets Fund Class I 3
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 3
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1 3
SNEMX - BERNSTEIN SANFORD C FUND INC - Emerging Markets Portfolio 3
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A 3
IQDG - WisdomTree Trust - WisdomTree International Quality Dividend Growth Fund N/A 3
HRSVX - HEARTLAND GROUP INC - HEARTLAND SELECT VALUE FUND Investor Class 3
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I 3
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I 3
CFVLX - COMMERCE FUNDS - The Value Fund Shares 3
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares 3
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A 3
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C 3
MTFHX - MAINSTAY FUNDS TRUST - MainStay MacKay Intermediate Tax Free Bond Fund Class R6 3
AAIEX - AMERICAN BEACON FUNDS - American Beacon International Equity Fund Institutional Class 3
TOVIX - AMERICAN BEACON FUNDS - American Beacon Tocqueville International Value Fund Institutional Class 3
PUTNAM FUNDS TRUST - Putnam Fixed Income Absolute Return Fund Class M 3
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares 3
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class 3
WHGLX - Advisors' Inner Circle Fund - Westwood Largecap Value Fund Institutional Class Shares 3
SCBRX - SCHRODER SERIES TRUST - Schroder Core Bond Fund R6 Shares 3
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares 3
SZGAX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS ESG Global Bond Fund Class A 3
SEKAX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Emerging Markets Equity Fund Class A 3
CSOAX - CREDIT SUISSE OPPORTUNITY FUNDS - Credit Suisse Strategic Income Fund Class A 3
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
TMBRX - TRANSAMERICA FUNDS - Transamerica Intermediate Bond I2 3
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A 3
SEACX - STEWARD FUNDS, INC. - Steward Select Bond Fund Institutional Class 3
DIBAX - BNY Mellon Investment Funds III - BNY Mellon International Bond Fund Class A 3
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund 3
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A 3
Dfa Investment Trust Co - The Continental Small Company Series 3
EMFIX - Ashmore Funds - Ashmore Emerging Markets Equity Fund INSTITUTIONAL CLASS 3
EMKIX - Ashmore Funds - Ashmore Emerging Markets Total Return Fund INSTITUTIONAL CLASS SHARES 3
EMQAX - Ashmore Funds - Ashmore Emerging Markets Active Equity Fund CLASS A 3
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - DFA California Municipal Real Return Portfolio Institutional Class 3
Dfa Investment Dimensions Group Inc - Va International Small Portfolio 3
FEMSX - FIDELITY INVESTMENT TRUST - Fidelity Series Emerging Markets Opportunities Fund 3
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund 3
FPBFX - FIDELITY INVESTMENT TRUST - Fidelity Pacific Basin Fund 3
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund 3
FEAAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Emerging Asia Fund Class A 3
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A 3
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares 3
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares 3
GVDSX - FEDERATED EQUITY FUNDS - Federated Global Strategic Value Dividend Fund Class A Shares 3
HAIDX - HARBOR FUNDS - Harbor Diversified International All Cap Fund Institutional Class 3
HAINX - HARBOR FUNDS - Harbor International Fund Institutional Class 3
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A 3
ARSVX - AMG Funds IV - AMG River Road Small Cap Value Fund CLASS N SHARES 3
ARSMX - AMG Funds IV - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 3
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A 3
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund 3
SICNX - SCHWAB CAPITAL TRUST - Schwab International Core Equity Fund 3
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund 3
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S 3
DPEGX - DELAWARE POOLED TRUST - Macquarie Emerging Markets Portfolio II DPT CLASS 3
PYEMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Bond Fund (Investor Class) 3
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund 3
CSML - IndexIQ ETF Trust - IQ Chaikin U.S. Small Cap ETF 3
VGDAX - Voya MUTUAL FUNDS - Voya Global Corporate Leaders 100(R) Fund Class A 3
VGLAX - Voya MUTUAL FUNDS - Voya International High Dividend Low Volatility Fund Class A 3
IDGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class O 3
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class 3
WTABX - WILMINGTON FUNDS - Wilmington Municipal Bond Fund Class A Shares 3
RFEU - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Europe ETF 3
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A 3
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3
GSAOX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Insights Fund Class A 3
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class 3
TGDFX - TCW FUNDS INC - TCW Relative Value Dividend Appreciation Fund I Class 3
LVHI - Legg Mason ETF Investment Trust - Legg Mason International Low Volatility High Dividend ETF 3
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF 3
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF 3
FYC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Growth AlphaDEX Fund 3
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF 3
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF 3
IDV - iSHARES TRUST - iShares International Select Dividend ETF 3
SFLAX - SunAmerica Specialty Series - AIG Focused Alpha Large-Cap Fund Class A 3
FMK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mega Cap AlphaDEX Fund 3
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund 3
SDEM - Global X Funds - Global X MSCI SuperDividend Emerging Markets ETF 3
AIOAX - Columbia Funds Series Trust II - Columbia Income Opportunities Fund Class A 3
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A 3
NLGIX - COLUMBIA FUNDS SERIES TRUST - Columbia Global Strategic Equity Fund Class A 3
LITAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Intermediate Municipal Bond Fund Class A 3
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF 3
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF 3
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A 3
DAHYX - Dunham Funds - Dunham High Yield Bond Fund Class A 3
AFMMX - AMERICAN PENSION INVESTORS TRUST - Yorktown Short Term Bond Fund Class L Shares 3
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A 3
TEMRX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Fund Retail Class 3
TSONX - TIAA-CREF FUNDS - TIAA-CREF Social Choice International Equity Fund Institutional Class 3
TFIIX - TIAA-CREF FUNDS - TIAA-CREF Quant International Equity Fund Institutional Class 3
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A 3
HHMAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MUNICIPAL OPPORTUNITIES FUND Class A 3
HILAX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford International Value Fund Class A 3
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A 3
AOUAX - Angel Oak Funds Trust - Angel Oak UltraShort Income Fund Class A 3
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A 3
BBNIX - BBH Trust - BBH INCOME FUND CLASS I SHARES (TICKER BBNIX) 3
SEMVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Emerging Markets Equity Fund Class A 3
SUNAMERICA SERIES TRUST - SA PineBridge High-Yield Bond Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Global Bond Portfolio Class 1 3
HMKAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Municipal Income Fund Class A 3
EMGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Emerging Markets Equity Fund Class A 3
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A 3
VGAVX - VANGUARD WHITEHALL FUNDS - Vanguard Emerging Markets Government Bond Index Fund Admiral Shares 3
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares 3
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A 3
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P 3
OWMBX - OLD WESTBURY FUNDS INC - Old Westbury Municipal Bond Fund 3
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF 3
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF 3
EWEM - Invesco Exchange-Traded Fund Trust II - Invesco MSCI Emerging Markets Equal Country Weight ETF 3
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF 3
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A 3
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF 3
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares 3
FCEEX - FRANKLIN FUND ALLOCATOR SERIES - Franklin Emerging Market Core Equity (IU) Fund Advisor 3
CUSEX - CAPITAL GROUP PRIVATE CLIENT SERVICES FUNDS - Capital Group U.S. Equity Fund Share class 3
LSQAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Long/Short Equity Fund Class A 3
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF 3
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R 3
Washburn Capital Management, Inc. 3
FGOMX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Emerging Markets Fund 3
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund 3
First Citizens Financial Corp 3
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A 3
MFOMX - BNY MELLON FUNDS TRUST - BNY Mellon Focused Equity Opportunities Fund Class M Shares 3
DSGAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Select Managers Small Cap Growth Fund Class A 3
BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A 3
MLVEX - BMO FUNDS, INC. - BMO Low Volatility Equity Fund Class I 3
WealthBridge Investment Counsel Inc. 3
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A 3
MEMAX - MFS SERIES TRUST X - MFS Emerging Markets Equity Fund A 3
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A 3
POEYX - PRINCIPAL FUNDS INC - Origin Emerging Markets Fund Class A 3
PGOIX - PRINCIPAL FUNDS INC - Global Opportunities Fund Institutional Class 3
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio 3
FFTFX - Franklin Tax Free Trust - Franklin Federal Limited-term Tax-free Income Fund Class A1 3
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF 3
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R 3
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A 3
Birch Capital Management, LLC 3
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A 3
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A 3
INEAX - Columbia Funds Series Trust II - Columbia High Yield Bond Fund Class A 3
Acorn Financial Advisory Services Inc /adv 3
TICPX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Core Plus Fund 3
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A 3
John W. Brooker & Co., CPAs 3
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C 3
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A 3
RFUN - ALPS ETF Trust - RiverFront Dynamic Unconstrained Income ETF 3
IDOG - ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF 3
FHYTX - FEDERATED HIGH YIELD TRUST - FEDERATED HIGH YIELD TRUST Service Shares 3
BPEMX - RBB FUND, INC. - Boston Partners Emerging Markets Fund Institutional Class 3
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional 3
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A 3
VCCEX - VALIC Co I - Core Equity Fund 3
VCSOX - VALIC Co I - International Socially Responsible Fund 3
VLCCX - VALIC Co I - Large Cap Core Fund 3
VCTPX - VALIC Co I - Inflation Protected Fund 3
HLGFX - JPMORGAN TRUST II - JPMorgan Limited Duration Bond Fund Class I 3
JMUB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF 3
HMANX - Horizon Funds - Horizon Multi-Asset Income Fund Investor Class 3
VIDI - ETF Series Solutions - Vident International Equity Fund 3
VCSVX - VALIC Co II - Small Cap Value Fund 3
VCHYX - VALIC Co II - High Yield Bond Fund 3
TAUSX - JOHN HANCOCK BOND TRUST - John Hancock Investment Grade Bond Fund Class A 3
TERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Tactical Risk Manager ETF 3
ERM - FIRST TRUST EXCHANGE-TRADED FUND VIII - EquityCompass Risk Manager ETF 3
MXDE - ETF Series Solutions - Nationwide Maximum Diversification Emerging Markets Core Equity ETF 3
RBIN - ETF Series Solutions - Nationwide Risk-Based International Equity ETF 3
Financial Advisory Corp /ut/ /adv 3
GUGAX - GMO TRUST - GMO Core Plus Bond Fund Class III 3
PTIMX - TRUST FOR PROFESSIONAL MANAGERS - Performance Trust Municipal Bond Fund - Institutional Class 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
SSTHX - WELLS FARGO FUNDS TRUST - Wells Fargo Short-Term High Yield Bond Fund Class A 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF 3
BSMP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF 3
BSJN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 High Yield Corporate Bond ETF 3
BSJR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 High Yield Corporate Bond ETF 3
IMFD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Defensive Core Fixed Income ETF 3
IHYV - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Corporate Income Value ETF 3
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF 3
IMFC - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Multi-Factor Core Fixed Income ETF 3
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A 3
NGQAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Integrated Large Cap Fund Class A 3
LSFAX - Natixis Funds Trust II - Loomis Sayles Senior Floating Rate and Fixed Income Fund Class A 3
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A 3
ELISX - STONE RIDGE TRUST - Elements International Small Cap Portfolio Class M 3
ELSMX - STONE RIDGE TRUST - Elements U.S. Small Cap Portfolio Class M 3
ELMMX - STONE RIDGE TRUST - Elements Emerging Markets Portfolio Class M 3
Insight Folios Inc 3
PGOFX - PIONEER SERIES TRUST II - Pioneer Select Mid Cap Growth Fund : Class A 3
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C 3
Ayrshire Capital Management LLC 3
Sunburst Financial Group, LLC 3
Cairn Investment Group, Inc. 3
Vista Wealth Management Group, LLC 3
Marotta Asset Management 3
Asset Management Corp /il/ /adv 3
PBMares Wealth Management LLC 3
Royal Harbor Partners, LLC 3
Lighthouse Financial Advisors, Inc. 3
Aufman Associates Inc 3
Aft, Forsyth & Sober, LLC 3
Invesco Bldrs Index Funds Trust 3
Alhambra Investment Partners LLC 3
20/20 Capital Management, Inc. 3
Powell Investment Advisors, LLC 3
Value Partners Investments Inc. 3
Renaissance Investment Consultants Holding Company, Llc 3
Madison Wealth Management 3
Emerald Advisors, LLC 3
Guardian Variable Products Trust - Guardian U.S. Government Securities VIP Fund 3
Mizuho Markets Cayman LP 3
Vivid Financial Management, Inc. 3
Bank of Marin 3
Watchman Group, Inc. 3
Ascension Capital Advisors, Inc. 3
Independent Family Office, LLC 3
Financial Strategies Group, Inc. 3
Live Oak Private Wealth LLC 3
Blue Zone Wealth Advisors, LLC 3
Magnolia Capital Management Ltd 3
NWK Group, Inc. 3
Seascape Capital Management 3
Brookfield BHS Advisors LLC 3
Hyperion Capital Advisors LP 3
Xtx Markets Llc 3
Soundwatch Capital LLC 3
Private Wealth Strategies, L.L.C. 3
Mission Creek Capital Partners, Inc. 3
Trust Co of Kansas 3
Kerntke Otto McGlone Wealth Management Group 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3
Seven Springs Wealth Group, LLC 3
Fusion Capital, LLC 3
FICJX - DELAWARE GROUP LIMITED-TERM GOVERNMENT FUNDS - Delaware Tax-Free California II Fund Institutional Class 3
DWEQ - AdvisorShares Trust - AdvisorShares Dorsey Wright Alpha Equal Weight ETF 3
FRCEX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Covered Call Strategy Fund Class R6 3
FPIKX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Premium Income Fund Class A 3
FICGX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth Equity Fund Class A 3
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3
BMQIX - BAIRD FUNDS INC - Baird Municipal Bond Fund Institutional 3
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class 3
VZICX - VANGUARD HORIZON FUNDS - Vanguard International Core Stock Fund Admiral Shares 3
IAGEX - Voya MUTUAL FUNDS - Voya Global Equity Dividend Fund Class A 3
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund 3
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF 3
LDEM - iSHARES TRUST - iShares ESG MSCI EM Leaders ETF 3
Wealth Advisors of Iowa, LLC 3
Madison Scottsdale, LC 3
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class 3
TBMIX - FundVantage Trust - TOBAM Emerging Markets Fund Class I 3
FBPEX - WILLIAMSBURG INVESTMENT TRUST - FBP Equity & Dividend Plus Fund 3
WBII - Absolute Shares Trust - WBI BullBear Global Income ETF 3
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares 3
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares 3
IMPLX - EntrepreneurShares Series Trust - ERShares US Large Cap Fund Institutional Class 3
ENTIX - EntrepreneurShares Series Trust - ERShares Global Fund Institutional Class 3
WMKGX - WESMARK FUNDS - WesMark Growth Fund 3
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund 3
LEPIX - Advisors' Inner Circle Fund III - LEVIN EASTERLY VALUE OPPORTUNITIES FUND Institutional Shares 3
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares 3
EUROX - US GLOBAL INVESTORS FUNDS - Emerging Europe Fund 3
PCAFX - PROSPECTOR FUNDS, INC. - Prospector Capital Appreciation Fund No Classes 3
PBFDX - FORUM FUNDS - Payson Total Return Fund 3
PSDSX - Investment Managers Series Trust - Palmer Square Ultra-Short Duration Investment Grade Fund 3
BWDAX - NORTHERN LIGHTS FUND TRUST III - Boyd Watterson Limited Duration Enhanced Income Fund Class A Shares 3
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares 3
TWWDX - LORD ASSET MANAGEMENT TRUST - Thomas White International Fund Investor Class 3
THHYX - Northern Lights Fund Trust - Toews Tactical Income Fund 3
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class 3
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class 3
ESNG - Direxion Shares ETF Trust - Direxion MSCI USA ESG - Leaders vs. Laggards ETF 3
GVAL - Cambria ETF Trust - Cambria Global Value ETF 3
KCLIX - Advisors' Inner Circle Fund III - Knights of Columbus Limited Duration Fund I Shares 3
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A 3
QDVAX - FundVantage Trust - Quality Dividend Fund Class A 3
ZIG - ETF Series Solutions - The Acquirers Fund 3
EYLD - Cambria ETF Trust - Cambria Emerging Shareholder Yield ETF 3
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class 3
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class 3
GDMA - ETF Series Solutions - Gadsden Dynamic Multi-Asset ETF 3
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class 3
ADVNX - North Square Investments Trust - North Square Strategic Income Fund Class I 3
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF 3
Crawford Fund Management, LLC 3
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional 3
VVMIX - Managed Portfolio Series - Securian AM Dynamic Managed Volatility Fund Institutional Class Shares 3
Sunflower Bank, N.A. 3
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund 3
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI 3
PLCY - Listed Funds Trust - EventShares U.S. Legislative Opportunities ETF 3
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF 3
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF 3
PIAMX - ADVISORS SERIES TRUST - PIA High Yield (MACS) Fund Managed Account Completion Shares 3
PHYSX - ADVISORS SERIES TRUST - PIA High Yield Fund Institutional Class 3
Horst & Graben Wealth Management LLC 3
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares 3
NXGAX - Cushing Mutual Funds Trust - Cushing NextGen Infrastructure Fund Class A Shares 3
Milestone Advisory Partners 3
BOGIX - RBB FUND, INC. - Bogle Investment Management Small Cap Growth Fund 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Class A Shares 3
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares 3
CZOVX - Investment Managers Series Trust - Zacks All-Cap Core Fund Institutional Class 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I 3
Brinton Eaton, Llc 3
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 3
Walkner Condon Financial Advisors LLC 3
OAYCX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Bond Fund Advisor Class 3
TADS - Collaborative Investment Series Trust - Trend Aggregation Dividend Stock ETF 3
Red Granite Advisors LLC 3
Ambs Investment Counsel Llc 3
Telemus Investment Management, LLC 3
FITMX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Momentum Index Fund 3
HIPR - Direxion Shares ETF Trust - Direxion High Growth ETF 3
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 3
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 3
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund 3
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 3
EBSFX - Eubel Brady & Suttman Mutual Fund Trust - Eubel Brady & Suttman Income Fund 3
KKR Credit Opportunities Portfolio 3
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF 3
MKVHX - MFS SERIES TRUST X - MFS International Large Cap Value Fund R6 3
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund 3
Bft Financial Group, Llc 3
Berkshire Bank 3
Axiom Financial Strategies, LLC 3
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF 3
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P 3
Two Roads Shared Trust - LeaderShares(R) Activist Leaders(R) ETF 3
SMCVX - FINANCIAL INVESTORS TRUST - ALPS | Smith Credit Opportunities Fund Investor Class 3
Nuveen Dynamic Municipal Opportunities Fund 3
Eclectic Associates Inc /adv 3
IFS Advisors, LLC 3
Adirondack Retirement Specialists, Inc. 3
B, B, H, & B Inc. 3
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares 3
McLean Asset Management Corp 3
Safir Wealth Advisors, LLC 3
Dash Acquisitions Inc. 3
PIFI - ETF Series Solutions - ClearShares Piton Intermediate Fixed Income ETF 3
Waypoint Wealth Partners Inc. 3
Flagship Private Wealth, LLC 3
Peak Financial Advisors Llc 3
Touchstone Capital, Inc. 3
Samson Rock Capital LLP 3
Bond & Devick Financial Network, Inc. 3
Wealth Management Partners, LLC 3
Bordeaux Wealth Advisors LLC 3
Financial Avengers, Inc. 3
Himension Fund 3
Goepper Burkhardt LLC 3
Alta Wealth Advisors LLC 3
Lumature Wealth Partners, LLC 3
ACT Advisors, LLC. 3
Laurel Wealth Planning LLC 3
Connolly Sarah T. 3
CBOE Vest Financial, LLC 3
Rempart Asset Management Inc. 3
Oakwell Private Wealth Management, LLC 3
Websterrogers Financial Advisors, Llc 3
Collective Family Office Llc 3
Grand Central Investment Group 3
Cannon Global Investment Management, LLC 3
Allegiant Private Advisors, LLC 3
Monterey Private Wealth, Inc. 3
Northern Capital Management, Inc. 3
AAFMAA Wealth Management & Trust LLC 3
Sandbox Financial Partners, LLC 3
Madison Wealth Partners, Inc 3
Nixon Capital, LLC 3
Titan Global Capital Management Usa Llc 3
Consultiva Wealth Management, Corp. 3
Kensington Investment Counsel, LLC 3
Castellan Group, LLC 3
Source Financial Advisors LLC 3
WNY Asset Management, LLC 3
NinePointTwo Capital 3
Urban Wealth Management, LLC 3
Lazard Freres Gestion S.A.S. 3
Hudson Value Partners, LLC 3
Round Rock Advisors, LLC 3
Purus Wealth Management, LLC 3
EMC Capital Management 3
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF 3
Tranquilli Financial Advisor LLC 3
Twin Lakes Capital Management, LLC 3
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF 3
Alliance Wealth Advisors, LLC 3
Firethorn Wealth Partners, Llc 3
IronBridge Private Wealth, LLC 3
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class 3
Tower Wealth Partners, Inc. 3
Canvas Wealth Advisors, LLC 3
VVMIX - Investment Managers Series Trust - Securian AM Balanced Stabilization Fund Institutional Class Shares 3
Paradigm, Strategies in Wealth Management, LLC 3
Clark Financial Services Group Inc /bd 3
Fermata Advisors, LLC 3
CSM Advisors, LLC 3
COGMX - Investment Managers Series Trust II - AXS Market Neutral Fund Investor Class Shares 3
Mezzasalma Advisors, LLC 3
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF 3
Refined Wealth Management 3
Sageworth Trust Co of South Dakota 3
JSCP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF 3
LBCGX - Ultimus Managers Trust - Left Brain Compound Growth Fund 3
Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 3
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF 3
VVSCX - VALIC Co I - Small Cap Value Fund 3
JASMX - James Alpha Funds Trust - James Alpha Multi Strategy Alternative Income Fund Class R6 3
NTSI - WisdomTree Trust - WisdomTree International Efficient Core Fund N/A 3
HRRLX - Homestead Funds Trust - Rural America Growth & Income Fund 3
Boit C F David 3
Fortress Wealth Group, LLC 3
Blue Barn Wealth, LLC 3
ARVIX - Advisors' Inner Circle Fund III - ARGA INTERNATIONAL VALUE FUND Institutional Shares 3
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF 3
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares 3
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares 3
PSUYX - PIONEER SERIES TRUST XIV - Pioneer Global Sustainable Value Fund : Class Y 3
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund 3
blooom, inc. 3
JIDA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders International Equity ETF 3
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund 3
TEOOX - TRANSAMERICA FUNDS - Transamerica Emerging Markets Opportunities R6 3
FESRX - FIRST EAGLE FUNDS - First Eagle Small Cap Opportunity Fund Class R6 3
IBHG - iSHARES TRUST - iShares iBonds 2027 Term High Yield and Income ETF 3
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF 3
Hixon Zuercher, LLC 3
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF 3
Knott David M Jr 3
AYBIX - Virtus Strategy Trust - Virtus AllianzGI High Yield Bond Fund Institutional Class 3
Barings Funds Trust - Barings U.S. High Yield Fund Class C Shares 3
BlackRock ESG Capital Allocation Trust 3
Tnf Llc 3
VPR Management LLC 3
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares 3
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF 3
EVNT - AltShares Trust - AltShares Event-Driven ETF 3
Lake Hills Wealth Management, LLC 3
Advance Capital Management, Inc. 3
Bromfield Sneider Wealth Advisors 3
Virginia Wealth Management Group, Inc. 3
Guardian Financial Partners, LLC 3
Wick Capital Partners, LLC 3
Long Run Wealth Advisors, LLC 3
TOTR - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Total Return ETF 3
Helen Stephens Group, LLC 3
Index Fund Advisors, Inc. 3
Consilium Wealth Advisory, LLC 3
Landmark Wealth Management, LLC 3
Integral Investment Advisors, Inc. 3
Highview Capital Management LLC/DE/ 3
Absolute Capital Management, LLC 3
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 High Yield Corporate Bond ETF 3
DMG Group, LLC 3
Riverwater Partners LLC 3
Bowman & Co S.C. 3
Keystone Financial Services 3
Lynch Asset Management, Inc. 3
Resource Consulting Group Inc 3
Kathleen S. Wright Associates Inc. 3
Revolve Wealth Partners, LLC 3
Forefront Wealth Management Inc. 3
Barden Capital Management, Inc. 3
Coulter & Justus Financial Services, LLC 3
NEIRG Wealth Management, LLC 3
Stegent Equity Advisors, Inc. 3
Hedges Asset Management LLC 3
BlackDiamond Wealth Management Inc. 3
Arbor Capital Management Inc /adv 3
MAS Advisors LLC 3
Udine Wealth Management, Inc. 3
Aquila Investment Management LLC 3
Northcape Wealth Management, Llc 3
Heritage Investment Group, Inc. 3
Dixon Fnancial Services, Inc. 3
Caerus Investment Advisors, LLC 3
Barnes Pettey Financial Advisors, Llc 3
PCG Wealth Advisors, LLC 3
Collaborative Wealth Managment Inc. 3
Life Planning Partners, Inc 3
Laraway Financial Inc 3
Afg Fiduciary Services Limited Partnership 3
Endowment Wealth Management, Inc. 3
Castle Financial & Retirement Planning Associates, Inc. 3
Gordian Capital Singapore Pte Ltd 3
Wulff, Hansen & Co. 3
Trail Ridge Investment Advisors, LLC 3
Fifth Lane Capital, Lp 3
Delta Accumulation, LLC 3
Marion Wealth Management 3
Financial Planners of Cleveland, Inc. 3
G2 Capital Management, Llc / Oh 3
Matrix Private Capital Group Llc 3
Jmac Enterprises Llc 3
Horizon Wealth Management, LLC 3
Disciplined Equity Management, Inc. 3
Hancock Whitney Investment Services Inc. 3
Resolute Capital Asset Partners LLC 3
James Reed Financial Services, Inc. 3
Seaport Global Advisors, LLC 3
Theory Financial Llc 3
Eudaimonia Advisors Llc 3
Awm Capital, Llc 3
Dravo Bay Llc 3
Eagle Bluffs Wealth Management LLC 3
O'ROURKE & COMPANY, Inc 3
Mendel Capital Management LLC 3
Monolith Advisors 3
Capasso Planning Partners LLC 3
Future Fund LLC 3
Rs Crum Inc. 3
Bullseye Investment Management, LLC 3
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I 3
TSWHX - JOHCM Funds Trust - TSW High Yield Bond Fund Class Z Shares 3
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1 3
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio 3
RULE - Collaborative Investment Series Trust - Adaptive Core ETF 3
MOHR - Collaborative Investment Series Trust - Mohr Growth ETF 3
Vantage Financial Partners, LLC 3
Values First Advisors, Inc. 3
Doman Group, LLC 3
Security Financial Services, INC. 3
Integrity Financial Corp /WA 3
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares 3
Aletheian Wealth Advisors LLC 3
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class 3
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class 3
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF 3
NORTHERN LIGHTS FUND TRUST II - Amberwave Invest USA JSG Fund 3
Sterling Investment Counsel, LLC 3
Foresight Capital Management Advisors, Inc. 3
Brooklyn FI, LLC 3
Lockerman Financial Group, Inc. 3
Alley Investment Management Company, LLC 3
Hightower 6M Holding, LLC 3
Alpha Square Group S, LLC 3
Reynolds Investment Management, Inc. 3
RHCB - BNY Mellon ETF Trust - BNY Mellon Responsible Horizons Corporate Bond ETF 3
Quantum Private Wealth, LLC 3
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class 3
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF 3
KGHG - Krane Shares Trust - KraneShares Global Carbon Transformation ETF 3
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 3
MassMutual Access Pine Point Fund 3
Finer Wealth Management, Inc. 3
Astoria Portfolio Advisors LLC. 3
Continental Investors Services, Inc. 3
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF 3
FSYNX - FIDELITY INVESTMENT TRUST - Fidelity Sustainable Emerging Markets Equity Fund Fidelity Advisor Sustainable Emerging Markets Equity Fund: Class M 3
FSSGX - FIDELITY INVESTMENT TRUST - Fidelity SAI Sustainable Emerging Markets Equity Fund 3
FSIKX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Intermediate Municipal Income Fund 3
IBHI - iSHARES TRUST - iShares iBonds 2029 Term High Yield and Income ETF 3
BCONX - Advisors' Inner Circle Fund III - BARROW HANLEY CREDIT OPPORTUNITIES FUND I Shares 3
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF 3
IWIN - Amplify ETF Trust - Amplify Inflation Fighter ETF 3
Ern Llc 3
Obsidian Personal Planning Solutions LLC 3
VSHFX - VIRTUS OPPORTUNITIES TRUST - Virtus Stone Harbor Strategic Income Fund Class A 3
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF 3
Guardian Variable Products Trust - Guardian Equity Income VIP Fund 3
Drake & Associates, LLC 3
KerberRose Wealth Management, LLC 3
Grayhawk Investment Strategies Inc. 3
W Advisors, Llc 3
WJ Interests, LLC 3
Lfs Asset Management 3
Grand Wealth Management, Llc 3
Second Half Financial Partners, LLC 3
XCCC - BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF 3
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF 3
NTZG - Nushares ETF Trust - Nuveen Global Net Zero Transition ETF 3
BVOIX - Advisors' Inner Circle Fund III - BARROW HANLEY US VALUE OPPORTUNITIES FUND I Shares 3
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF 3
Axim Planning & Wealth 3
James J. Burns & Company, LLC 3
Johnson & White Wealth Management, LLC 3
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF 3
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF 3
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund 3
Align Wealth Management, LLC 3
TCP Asset Management, LLC 3
Family Investment Center, Inc. 3
THYF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. High Yield ETF 3
Schear Investment Advisers, LLC 3
Hoxton Planning & Management, LLC 3
AFS Financial Group, LLC 3
Verum Partners LLC 3
Systrade AG 3
Seed Wealth Management, Inc. 3
Pacific Sage Partners, LLC 3
SP Asset Management LLC 3
Lodestar Private Asset Management Llc 3
Epacria Capital Partners, Llc 3
Petredis Investment Advisors Llc 3
Integris Wealth Management, LLC 3
Riverview Capital Advisers, LLC 3
River Street Advisors LLC 3
Alliance Wealth Advisors, LLC /UT 3
Ellerson Group Inc /adv 3
True Capital Management 3
Heritage Wealth Partners, LLC 3
Cora Capital Advisors Llc 3
Cercano Management LLC 3
Garden State Investment Advisory Services LLC 3
Dudley Capital Management, Llc 3
Evergreen Wealth Management, LLC 3
BOS Asset Management, LLC 3
Left Brain Wealth Management, LLC 3
Hilltop Partners LLC 3
Dover Advisors, Llc 3
Innovis Asset Management Llc 3
Retirement Investment Advisors, Inc. 3
Talbot Financial, LLC 3
Alpha Financial Partners, LLC 3
Massachusetts Wealth Management 3
Linden Thomas Advisory Services, LLC 3
St. Louis Financial Planners Asset Management, LLC 3
Boulder Wealth Advisors, LLC 3
Wallace Advisory Group, LLC 3
Rebalance, Llc 3
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 3
PAXWX - IMPAX FUNDS SERIES TRUST I - Impax Sustainable Allocation Fund PAX WORLD BALANCED FUND 3
Continuum Wealth Advisors, Llc 3
CARY - Angel Oak Funds Trust - Angel Oak Income ETF 3
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF 3
NMYHX - Nuveen Managed Accounts Portfolios Trust - Nuveen High Yield Managed Accounts Portfolio Common Shares 3
FIDELITY CHERRY STREET TRUST - Fidelity Hedged Equity Central Fund 3
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF 3
Luts & Greenleigh Group, Inc 3
Foresight Global Investors, Inc. 3
Midwest Financial Group LLC 3
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF 3
DIP - ETF Series Solutions - BTD Capital Fund 3
CENTAUR MUTUAL FUNDS TRUST - Copley Fund 3
Strata Wealth Advisors, LLC 3
Aspen Wealth Strategies, LLC 3
Brown Shipley& Co Ltd 3
Palo Duro Investment Partners, Lp 3
VVITX - Voya FUNDS TRUST - Voya VACS Series HYB Fund 3
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 3
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF 3
BLACKROCK FUNDS - BlackRock Emerging Markets ex-China Fund Investor A 3
FMBHX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Core Plus Bond Fund Fidelity Advisor Municipal Core Plus Bond Fund : Class Z 3
First County Bank /CT/ 3
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF 3
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF 3
Fortune Financial Advisors, LLC 3
Pickering Energy Partners Lp 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3
THMMX - THORNBURG INVESTMENT TRUST - Thornburg Municipal Managed Account Fund Class I 3
AIFG Consultants Ltd. 3
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF 3
Prosperity Wealth Management, Inc. 3
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF 3
Etesian Wealth Advisors, Inc. 3
AVDS - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Equity ETF 3
Knollwood Investment Advisory, LLC 3
Exchange Bank 3
Savoie Capital LLC 3
DIVL - Madison ETFs Trust - Madison Dividend Value ETF 3
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares 3
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares 3
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I 3
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class 3
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF 3
Austin Wealth Management, LLC 3
Morton Capital Management LLC/CA 3
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF 3
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 3
Rockline Wealth Management, LLC 3
Dixon Mitchell Investment Counsel Inc. 3
Towneley Capital Management, Inc / DE 3
Trust Co of the South 3
Avid Wealth Partners LLC 3
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
White Wing Wealth Management 3
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF 3
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF 3
Private Client Services, Llc 3
Gimbal Financial 3
Madison Park Capital Advisors, LLC 3
Solutions 4 Wealth, Ltd 3
Balanced Wealth Group Llc 3
Breed's Hill Capital LLC 3
Summa Corp. 3
Partnership Wealth Management, LLC 3
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class 3
OMNI 360 Wealth, Inc. 3
Harmony Asset Management Llc 3
Kiely Wealth Advisory Group, Inc. 3
Discipline Wealth Solutions, LLC 3
Central Valley Advisors, Llc 3
Clear Rock Advisors, LLC 3
ROI Financial Advisors, LLC 3
Morton Community Bank 3
Mustard Seed Financial, LLC 3
Fogel Capital Management, Inc. 3
Sollinda Capital Management LLC 3
Wellington Wealth Strategies, LLC. 3
Battery Global Advisors, LLC 3
Systematic Portfolios LLC 3
KKM Financial LLC 3
Perbak Capital Partners LLP 3
Bennett Associates Wealth Management 3
Spectrum Strategic Capital Management, LLC 3
Prospect Financial Services LLC 3
GLOBALT Investments LLC / GA 3
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 3
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF 3
Ark & Tlk Investments, Llc 3
BlueChip Wealth Advisors LLC 3
M3 Advisory Group, LLC 3
Ariston Services Group 3
Cooksen Wealth, LLC 3
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF 3
Hancock Prospecting Pty Ltd 3
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. 3
Fox Hill Wealth Management 3
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares 3
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares 3
Marathon Strategic Advisors, LLC 3
Summerhill Capital Management lnc. 3
Seeds Investor Llc 3
Councilmark Asset Management, LLC 3
International Private Wealth Advisors LLC 3
Cascade Financial Partners, LLC 3
Twin City Private Wealth, Llc 3
RW Investment Management LLC 3
Raelipskie Partnership 3
EVSM - Morgan Stanley ETF Trust - Eaton Vance Short Duration Municipal Income ETF 3
Alexander Labrunerie & Co., Inc. 3
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF 3
BRMSX - Advisor Managed Portfolios - Bramshill Income Performance Fund Institutional Class 3
SRN Advisors, LLC 3
LAEMX - LORD ABBETT TRUST I - Lord Abbett Diversification Shares: Enhanced Municipal Yield Completion Fund LADS: Enhanced Municipal Yield Completion Fund 3
AOHY - Angel Oak Funds Trust - Angel Oak High Yield Opportunities ETF 3
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF 3
HFG Wealth Management, LLC 3
Bright Futures Wealth Management, LLC. 3
Global X Japan Co., Ltd. 3
Fiduciary Financial Group, Llc 3
Sage Capital Management, LLC 3
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF 3
GGM Financials LLC 3
CacheTech Inc. 3
Gentry Private Wealth, Llc 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class 3
Symphony Financial Services, Inc. 3
Smith Thornton Advisors LLC 3
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group 3
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF 3
INDH - WisdomTree Trust - WisdomTree India Hedged Equity Fund 3
Heritage Oak Wealth Advisors Llc 3
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF 3
NCP Inc. 3
JADE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Developing Markets Equity ETF 3
JHHY - John Hancock Exchange-Traded Fund Trust - John Hancock High Yield ETF 3
BlackRock ETF Trust II - BlackRock High Yield ETF 3
Mirabaud & Cie SA 3
Accelerate Investment Advisors LLC 3
Tcfg Wealth Management, Llc 3
Axecap Investments, LLC 3
Nicholson Wealth Management Group, LLC 3
CWC Advisors, LLC. 3
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class 3
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class 3
GCAL - Goldman Sachs ETF Trust - Goldman Sachs Dynamic California Municipal Income ETF 3
Blake Schutter Theil Wealth Advisors, LLC 3
Maiden Cove Capital, LLC 3
Carnegie Lake Advisors LLC 3
Enclave Advisors LLC 3
Safe Harbor Fiduciary, LLC 3
Promethium Advisors,llc 3
FT Vest Total Return Income Fund: Series A2 3
FT Vest Hedged Equity Income Fund: Series A2 3
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V 3
Tudor Financial Inc. 3
POPFX - Managed Portfolio Series - Prospector Opportunity Fund 3
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund 3
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class 3
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF 3
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I 3
Penney Financial, LLC 3
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF 3
Strathmore Capital Advisors, Inc. 3
InvesTrust 3
Persium Advisors, LLC 3
Founders Grove Wealth Partners, Llc 3
Flywheel Private Wealth LLC 3
Tallon Kerry Patrick 3
Cvfg Llc 3
Genesis Private Wealth, Llc 3
Endeavor Private Wealth, Inc. 3
Clarendon Private LLC 3
Orca Wealth Management, LLC 3
Fiduciary Advisors, Inc. 3
MYCJ - SSGA Active Trust - SPDR SSGA My2030 Corporate Bond ETF 3
EQLT - iSHARES TRUST - iShares MSCI Emerging Markets Quality Factor ETF 3
Oregon Pacific Wealth Management, LLC 3
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF 3
Elm3 Financial Group, LLC 3
STTIX - Exchange Place Advisors Trust - North Square Core Plus Bond Fund Class I 3
Wealthcare Capital Partners, LLC 3
Centricity Wealth Management, LLC 3
Compass Planning Associates Inc 3
Marshall Investment Management, Llc 3
Daner Wealth Management, LLC 3
Fortress Financial Group, Llc 3
Generali Investments Towarzystwo Funduszy Inwestycyjnych 3
Sage Investment Counsel LLC 3
DJE Kapital AG 3
Promus Capital, LLC 3
Axis Wealth Partners, LLC 3
Meriwether Wealth & Planning, LLC 3
Clare Market Investments LLC 3
Vista Investment Partners Ii, Llc 3
Madison Investment Advisors, LLC 3
HMV Wealth Advisors, LLC 3
RD Lewis Holdings, Inc. 3
PKS Advisory Services, LLC 3
Broadway Wealth Solutions, Inc. 3
Partners in Financial Planning 3
Yoffe Investment Management, LLC 3
Grant Private Wealth Management Inc 3
Bernard Wealth Management Corp. 3
Arrow Capital Pty Ltd 3
Redwood Park Advisors LLC 3
Coign Capital Advisors LLC 3
Petros Family Wealth, LLC 3
Finward Bancorp 3
Agp Franklin, Llc 3
Stenger Family Office, LLC 3
Stonehaven Wealth & Tax Solutions, Llc 3
Kintayl Capital LP 3
Massar Capital Management, LP 3
Burling Wealth Partners, Llc 3
Chapman Financial Group, Llc 3
Dauntless Investment Group, LLC 3
4wealth Advisors, Inc. 3
KDT Advisors, LLC 3
Lionshead Wealth Management, LLC 3
Parkshore Wealth Management, Inc. 3
Texas Bank & Trust Co 3
IFC Advisors LLC 3
Luminist Capital LLC 3
Pennington Partners & Co., Llc 3
Blue Rock Wealth Management LLC 3
Ames National Corp 3
Investment Management Corp /va/ /adv 3
Pacific Point Advisors, LLC 3
Retirement Planning Group, Llc / Ny 3
Richmond Investment Services, LLC 3
Liberty Square Wealth Partners Llc 3
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF 3
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF 3
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF 3
FT Vest Total Return Income Fund: Series A3 3
FT Vest Hedged Equity Income Fund: Series A3 3
XY Planning Network, Inc. 3
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class 3
SEIE - SEI Exchange Traded Funds - SEI Select International Equity ETF 3
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF 3
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES 3
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES 3
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 3
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A 3
New Age Alpha Funds Trust - NAA Allocation Fund Class C 3
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class 3
TFR Capital, LLC. 3
SpringVest Wealth Management LLC 3
Lighthouse Financial LLC 3
Wealthedge Investment Advisors, Llc 3
Tableaux Llc 3
M1 Capital Management LLC 3
Fire Capital Management LLC 3
PBMMX - PRINCIPAL FUNDS, INC. - Core Plus Bond Fund fka Bond & Mortgage Securities Fund R-3 3
PPNMX - PRINCIPAL FUNDS, INC. - SmallCap Growth Fund I R-3 3
YFFI - Spinnaker ETF Series - Indexperts Yield Focused Fixed Income ETF 3
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF 3
Clark Asset Management, LLC 3
Tounjian Advisory Partners, Llc 3
Aspetuck Financial Management LLC 3
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF 3
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3
LENS - EA Series Trust - Sarmaya Thematic ETF 3
Sky-mountain Capital Management, Inc. 3
Papamarkou Wellner Asset Management inc. 3
Reliant Investment Partners, LLC 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class 3
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF 3
FT Vest Total Return Income Fund: Series A4 3
FT Vest Hedged Equity Income Fund: Series A4 3
Claris Financial LLC 3
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF 3
Ag2r La Mondiale Gestion D'actifs 3
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C 3
Evelyn Partners Investment Management Services Ltd 3
Longview Financial Advisors LLC 3
ABN AMRO Bank N.V. 3
Westerkirk Capital Inc. 3
Argyle Capital Partners, LLC 3
BCS Private Wealth Management, Inc. 3
Foronjy Financial Llc 3
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF 3
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF 3
FT Vest Hedged Equity Income Fund: Series B1 3
FT Vest Total Return Income Fund: Series B1 3
Capital Group KKR Core Plus (plus) 3
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 3
Milestones Private Investment Advisors LLC 3
Innovator ETFs Trust - Innovator Equity Managed 100 Buffer ETF 3
Elevation Series Trust - The Disciplined Growth Investors Fund 3
TIER - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity Research ETF 3
FXINX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Focused Index Fund 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Comstock Contrarian Equity ETF 3
Invested Advisors 3
Emergent Wealth Advisors, LLC 3
Berman McAleer LLC 3
A4 Wealth Advisors LLC 3
Fearless Solutions, LLC dba Best Invest 3
IFS Group,LLC 3
American Wealth Advisors, LLC 3
Exit Wealth Advisors, LLC. 3
Severin Investments, LLC 3
Daytona Street Capital LLC 3
Mh & Associates Securities Management Corp /adv 3
Greenberg Financial Group 3
Flagship Capital Management Inc. 3
Adelphi Trust Co 3
Forteris Wealth Management Inc. 3
Benchmark Financial, LLC 3
Ticino Wealth 3
Financial Plan, Inc. 3
Wealth Science Advisors LLC 3
Sandro Wealth Management LLC 3
Legacy Edge Advisors, LLC 3
Strategic Wealth Advisors LLC 3
Lighthouse Financial Services Inc /adv 3
Stonebridge Financial Group, LLC / MO 3
Northbridge Financial Group, Llc 3
Goldenstone Wealth Management LLC 3
Karras Company, Inc. 3
Pathfinder Wealth Consulting, Inc. 3
TrustBank 3
Expressive Wealth LLC 3
Royal Palms Capital LLC 3
Connecticut Capital Management Group, LLC 3
COFG Advisors, LLC 3
Vantus Wealth LLC 3
Shepherd Street Advisors LLC 3
Petersen Hastings Wealth Advisors Inc. 3
Entelevest, LLC 3
August Group Capital Ltd 3
Benson Wealth Management INC 3
VUB Generali dochodkova spravcovska spolocnost, a.s. 3
Livet Wealth, LLC 3
Alchemi Wealth, LLC 3
Snowwater Investment Partners, Llc 3
Ridge Creek Global, Inc 3
Stembrook Asset Management, LLC 3
Excelsior Advisor Network LLC 3
Piedmont Capital Management, LLC/NC 3
RH Tailwind Management, LLC 3
Sun Group Wealth Partners 3
Legacy Wealth Advisors, LLC 3
Miller Capital Partners, Inc. 3
Cdkv Holdings Llc 3
VARCOV Co. 3
O'Domhnaill Enterprises, Inc. 3
BCV Asset Management Inc. 3
Ark Wealth Advisors LLC 3
Corecam AG 3
Jacobs Equity LLC 3
Evansbrook LLC 3
Nolet Wealth Management, LLC 3
Diesslin Group, Inc. 3
Clearwave Capital, LLC 3
Sankala Group LLC 3
Reflection Asset Management 3
EJMK Ventures LLC 3
Henson-Edgewater Management, LLC 3
Worthington Financial Partners, LLC 3
Redwood Family Wealth LLC 3
Lane Brothers & Co Inc 3
McAlvany Wealth Management LLC 3
Unify Financial Advisors 3
PW Nova Financial Services LLC 3
Capital Investment Management, Inc. 3
AtlasMark Financial, Inc 3
Alessandra Capital Management, LLC 3
My Portfolio Guide, LLC 3
TCFG Investment Advisors, LLC 3
Spartan Wealth Advisory Services LLC 3
Forum Finance Group S.A. 3
Emerald Investment Advisers, LLC 3
Virginia Estate & Retirement Planning Advisors Inc. 3
Clear Wave Wealth Management Llc 3
Avail Investment Partners, LLC 3
Rhodes Investment Advisors Inc /adv 3
Purewater Capital LLC 3
Sanchez Levi Garrett 3
SIMA Wealth Partners, LLC 3